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Schedule a Consultation

No cost, no obligation. Speak with a licensed advisor about your timeline and options.

For accredited investors only.

This website does not constitute an offer to sell or a solicitation of an offer to buy any security.

  1. 1

    Self-qualification

    Confirm you meet the accredited investor criteria.

  2. 2

    Tell us your availability

    Send us a note, or email the advisor directly.

  3. 3

    Pre-consultation questionnaire

    Tell us about your timeline so the conversation is useful from minute one.

  4. 4

    Contact preferences

    Tell us how and whether we may reach you by phone or text.

  5. 5

    Confirmation

    You’re booked — here’s what to have ready.

Step 1 — Self-qualification

An accredited investor generally has a net worth of $1,000,000 or more, excluding the value of a primary residence, or income of $200,000 individually ($300,000 jointly) in each of the past two years, with a reasonable expectation of the same in the current year.

Step 2 — Speak with a licensed advisor

No cost, no obligation. Complete the questionnaire below and we’ll email you within one business day to arrange a time — or email the advisor directly if that’s easier.

Email the advisor — mkarstrom@realtawealth.com800-888-5164 ext. 221

9:00 AM – 4:00 PM Central Time

Step 3 — A few questions before we talk

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