Contact Us

Ready to explore investment opportunities? Get in touch with our team.

Have The WAY Contact You

Accredited Investor Self-Certification

I qualify as an Accredited Investor because: (check all that apply)

Income: I earned more than $200,000 (individual) in each of the last two years, or $300,000 (with spouse/spousal equivalent), and I reasonably expect the same this year.Net worth: My net worth exceeds $1,000,000, alone or with spouse/spousal equivalent, excluding my primary residence.Professional certification: I hold an active Series 7, Series 65, or Series 82 license in good standing.Entity/Family office: The investing entity meets an accredited investor category under Rule 501(a) (including certain entities with $5,000,000+ in assets/investments, as applicable).

By selecting this box, I represent that my response is true and correct. I understand that documentation may be requested to verify accredited status where required.

SEC Definition

Please select at least one qualification and confirm the attestation to continue.

Contact Information

Click to copy - We will respond within 24 hours

Phone

Click to copy - Monday-Friday, 9am-5pm EST

Office

Click to copy

Contact Us

Accredited Investor Self-Certification

Schedule a Consultation