Contact

For inquiries regarding advisory services, partnerships, or institutional engagements, use the form below. You can also reach us at hello@finalitywealth.com.

Investors who do not meet accredited investor thresholds (generally below $1M net worth excluding primary residence or below income thresholds).

Non-Accredited

Individuals meeting SEC criteria, typically $1M+ net worth (excluding primary residence) or $200k+ annual income ($300k joint).

Accredited Investor

Investors eligible for performance-based fees, typically $2.2M+ net worth or $1.1M+ invested with the advisor.

Qualified Client

Individuals or entities with significant investable assets, typically $5M+ in investments (not total net worth).

Qualified Purchaser

Eligible Contract Participant (ECP). Individuals or entities eligible to participate in derivatives markets, typically $10M+ in total assets (or $5M+ if used for hedging).

Eligible Contract Participant