- WealthWise Ledger: Insights for Elite Entrepreneurs and Investors
- Posts
- We Almost Didn’t Send a Thanksgiving Email. Here’s Why We Did.
We Almost Didn’t Send a Thanksgiving Email. Here’s Why We Did.
We’re Thankful for You. No, Really. This isn’t another generic email from your advisors (Plus a Black Friday Bonus)
Last week, we hosted a client happy hour at Chicken N Pickle in Grapevine, and it turned out to be a truly special evening. We were grateful to have so many of our clients join us, along with trusted advisors and even a few potential new team members.
In a world filled with AI, remote meetings, constant emails, and digital noise, it’s more important than ever to take a step back and connect face-to-face. These moments of real connection matter. They strengthen our team, deepen our client relationships, and remind us why we do what we do.
Thank you to everyone who carved out time in the middle of a busy week and braved rush hour to spend the evening with us. Your presence means more than you know. These relationships are the heart of our work.

And what would it be if we didn’t offer a Black Friday special. For the next week, if you can get access to the P&C Advisory Collective for $49/mth FOREVER, normally $165/mth.
The Collective is your private space to learn smarter tax planning, see real investment opportunities, and connect with people who think the way you do. Members already have access to more than 14 hours of recorded tax planning training that walks you through strategies used by high earning entrepreneurs and investors. Each month you will also join live tax strategy sessions where we cover what is working right now.
We are only getting started. In the coming year we are bringing in outside advisors and expanding your library with new expert led sessions. Next month a Keith Blackborg, a wealth advisor , will walk through discounted IRA rollovers. The month after that a Mario Wilson with 12 Media Group will show you how to look stronger and more confident on camera for your online meetings.
You will also get ongoing investment pitches from real clients inside our community. Right now, we have three groups raising capital. One is offering a raw land deal in Denton. Another is focused on multifamily opportunities in Texas. A third is presenting multifamily projects in Florida. If you want the details, the only place to see them is inside the Collective.
Join today, lock in your forever rate, and step into a community that is built to help you grow.
Sign up for $49/mth today - https://pcac.circle.so/checkout/black-friday-2026

