Transform Your Business Profits Into Tax-Advantaged Wealth
The MarginWise Options Trading Intensive is a personalized, hands-on coaching program for entrepreneurs who want to master safe, strategic options trading inside tax-advantaged accounts like Solo 401(k)s, Roth IRAs, and HSAs.
This high-touch program is built for small business owners with available capital who want direct guidance, accountability, and a long-term wealth plan built around their financial goals.
What’s Included
📘 Custom Options Trading Playbook — a tailored, step-by-step strategy based on your capital, risk profile, and account type.
🎯 1:1 Coaching Calls — learn, practice, and implement trades directly with Alex.
📈 Live Trade Walkthroughs — entries, exits, risk management, and portfolio structuring.
⚡ Weekly Accountability — trade check-ins, progress reviews, and performance tracking.
💬 Private Slack/DM Support — ongoing feedback and direct access for questions.
🎓 Lifetime Access to All Trading Guides — PDFs, templates, cheat sheets, and resources.
Who It’s For
✔ Small business owners with available capital
✔ Entrepreneurs who want a hands-on mentor
✔ Anyone serious about compounding wealth inside tax-advantaged accounts
✔ People who want structure, clarity, and accountability
Pricing
Custom pricing based on available capital
(Starting at $3,000, typically $5,000–$15,000, high-capital clients $20k+)
Applicants will receive a personalized quote after applying.
How It Works
- Submit your application
- Receive approval + pricing overview
- Join the program and build your custom trading plan
- Meet 1:1 with Alex to implement your strategy
- Weekly accountability + ongoing trade reviews
💡 This is a limited-capacity program. Only a small number of clients are accepted each month.
🔵 Apply now to see if you qualify.
