PRIVATE INVESTMENT OFFICE FOR ACCREDITED INVESTORS
Take control of
your wealth.
Build the infrastructure to allocate it with intention.
Build Wealth helps accredited investors see the whole picture, access curated private-market opportunities, and evaluate where capital belongs.
Annual membership. Participation in investment opportunities is always optional.
Experience behind Build Wealth
$250M
Family-office alternatives experience
1,000+
Entrepreneurs personally supported
20+ years
Across private markets, M&A & capital markets
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The complexity gap
More wealth creates more options.
It shouldn’t create more confusion.
As your financial life grows, the challenge changes. You need a clearer view of the whole picture, a better framework for allocating capital, and access to the right expertise when decisions get complicated.
01 Your financial picture gets fragmented.
Assets, liabilities, entities and investments live in different places.
02 The people around your wealth see different pieces.
Your CPA, attorney, estate professionals, business advisors and investment experts each bring expertise — but rarely see the same complete picture.
03 More opportunities create more decisions.
Access alone doesn’t tell you what belongs in your portfolio.
Visibility Seeing assets, liabilities, entities and exposure as one financial picture.
Allocation Deciding what role each asset should play instead of collecting opportunities.
Coordination Knowing when tax, estate, legal, risk, business or investment expertise matters.
Judgment Evaluating each new opportunity against the portfolio you already have.
Build Wealth is designed around the decisions that become harder as wealth becomes more complex.
An investor asks
“Is this a good deal?”
An allocator asks
“Does this belong
in my portfolio?”
The shift from evaluating investments individually to allocating capital intentionally.
How Build Wealth helps
Three parts of one investment office.
See your wealth clearly. Have better access.
Make more informed decisions.
01 / See the whole picture
Know what you own — and how it fits together.
BWx brings assets, liabilities, entities and investments into a structured view of your financial life so individual decisions can be made with better context.
Assets · Liabilities · Entities · Investments · Allocation
02 / get better access
More access isn’t the point. Better access is.
Build Wealth brings members curated private-market opportunities, does the work to understand what they are, and creates member advantages where available.
You still decide what belongs in your portfolio.
Curated
Selected for quality and alignment – not volume.
Diligenced
We examine the manager, structure, assumptions, risks and terms before an opportunity reaches the community.
Member
advantage
Members may receive earlier or preferred access and better economics where available.
02 / build the right bench
Put better people around increasingly complex decisions.
Complex decisions benefit from people who bring different kinds of context: peers who have made similar decisions and practitioners who know when specialized expertise matters.
Learn alongside people who allocate their own capital.
Your peers aren’t there to tell you what to invest in. They bring different experiences, questions and perspectives to the decisions you’re already making.
Small Peer Groups · Deal Conversations · In-Person Member Experiences
Know where to turn when specialized expertise matters.
Members gain access to workshops, education and relationships with experienced practitioners across the areas that increasingly intersect with wealth.
The people behind Build Wealth
Built by people who have spent their careers inside complex decisions.
Walker Deibel
Founder & CEO
Entrepreneur, investor, M&A advisor and Wall Street Journal and USA Today bestselling author of Buy Then Build. Founder of Acquisition Lab, where members have completed an estimated $1B in acquisitions. He has acquired nine companies, co-founded three startups, and participated in or advised on more than $200M in transactions. MBA, Washington University in St. Louis, where he later taught Entrepreneurship Through Acquisition. Certified M&A Advisor and former SEC-licensed stockbroker.
Chelsea Wood
Operations
Certified M&A Advisor with more than two decades across corporate development, strategy, post-transaction consulting and business performance. She co-founded Acquisition Lab, where she supported more than 1,000 acquisition entrepreneurs through search, diligence, closing and ownership. Earlier, she led strategic growth initiatives for a multi-state healthcare system as it expanded from $3.1B to $6.1B through mergers, acquisitions and partnerships, and spent five years advising small and midsize businesses post-transaction.
Mike Brown
Investor Relations
Investor relations executive with more than two decades across capital markets, wealth management, asset management and private investments. FINRA licensed, he has worked with broker-dealers, advisors, institutional partners and high-net-worth investors. In private markets he has raised more than $50M in investor capital, and specializes in communicating complex opportunities clearly, building trusted investor relationships and expanding capital-raising efforts.
Michael Orlowski, JD
Corporate & Regulatory
Investor and operator with experience across family office investing, private markets, venture capital and corporate transactions. He has invested on behalf of family offices and institutional investors in lower-middle-market companies, startups and venture opportunities, and previously managed a $250M alternatives portfolio for a $3B single-family office. Founding team member and CEO of Invisibly, backed by Founders Fund. Began his career as a corporate attorney; degrees from Washington University School of Law and Miami University.
one Membership
Built around your life as an allocator.
A year-round membership designed to give you the infrastructure, context and relationships to make increasingly sophisticated allocation decisions with intention.
See if Build Wealth is fit for you
Membership starts with fit, not checkout.
Membership fees cover Build Wealth membership services. Investment capital is separate, and participation in any investment opportunity is optional.
Start with a fit check.
Tell us a little about where you are and what you want from membership.
Talk with the team.
Ask questions and determine whether Build Wealth fits what you need.
Join if it fits.
Build your foundation around the whole financial picture before considering opportunities.
faq
What membership
is — and
what it isn’t.
Who is Build Wealth for?
Build Wealth is designed for accredited investors who have accumulated meaningful wealth and want to become more intentional about how they allocate capital — especially across increasingly complex public, private, business and real-asset holdings.
What do I actually get as a member?
Membership brings together BWx portfolio visibility, portfolio and allocation frameworks, curated private-market access, diligence and underwriting resources, peer groups, practitioner workshops and relationships, and two annual in-person member experiences.
What kind of investment access do members receive?
Members may receive access to curated opportunities from third-party partners and to proprietary access vehicles organized or sponsored by Build Wealth. Build Wealth expects to conduct diligence before opportunities are made available. Member-preferred access or economics may be available on certain opportunities, but terms vary and participation is always optional.
How does the practitioner network work?
Build Wealth is building a network of experienced practitioners who may participate in workshops, education and member relationships. Membership does not mean those professionals become your personal tax, legal or estate advisors, and members should engage their own professionals for individualized advice.
Does joining require me to invest in anything?
No. Participation in any private investment opportunity is optional.
Does Build Wealth manage my portfolio?
No. Build Wealth is a do-it-with-you infrastructure and education platform for investors who want to remain involved in allocating their own capital. It is not delegated portfolio management.
How are membership and investments separated?
Membership fees pay for Build Wealth membership services. Investment capital is separate and is handled through the applicable offering and subscription process rather than the Build Wealth membership checkout.
What happens after I see if Build Wealth is a fit?
A member of the Build Wealth team will speak with you about your goals, answer questions about membership and determine whether Build Wealth is a good fit before you complete a membership agreement or payment.
See whether Build Wealth fits the way you want to manage
and allocate your capital.
Ready to build the infrastructure around your wealth?
Learn about investment opportunities.
Get updates on curated private-market opportunities and upcoming Build Wealth investment access.
Build Wealth, Inc.
201 S. Central Ave., Suite 300
Clayton, Missouri 63105
Build Wealth, Inc. provides education, technology, community programming, diligence resources and access to information regarding private investment opportunities. Build Wealth does not provide individualized investment, legal or tax advice through its general membership services.
Private investments involve risk, including possible loss of principal and illiquidity. Any investment opportunity is subject solely to its applicable offering documents, eligibility requirements and subscription process. Past performance is not indicative of future results.