History doesn't repeat itself, people do.
We again find ourselves in the 4th turning where a great catastrophe is imminent. As FED money printing drives inequality to record highs, our decisions today will dictate whether our families, for generations to come, will be part of the have’s or driven by default into the have not’s.
The Problem: A System Designed for Inequality
We are living in a time of unprecedented economic challenges. The very systems that are supposed to create prosperity are, in fact, driving a wedge between the "haves" and the "have-nots." To understand the problem, we first need to understand how the economic machine truly works.
This animated video by Ray Dalio breaks down the complex inner workings of our economy into simple, understandable terms.
Key Takeaways from the Video:
- The Three Driving Forces: The economy is driven by three main forces: productivity growth, the short-term debt cycle, and the long-term debt cycle.
- The Power of Credit: Credit is the most significant and volatile part of our economy. While it can boost spending and growth, it also creates debt that must be repaid, leading to economic cycles.
- The Debt Cycles: The short-term debt cycle (5-8 years) is what we experience as economic expansion and recession. The long-term debt cycle, however, is a much larger force where debts accumulate over decades, leading to massive economic bubbles and, eventually, a painful deleveraging process.
- The Deleveraging Dilemma: When debt burdens become unsustainable, economies have four options: cut spending, reduce debt, redistribute wealth, or print money. A "beautiful deleveraging" is possible, but it requires a delicate balance that is rarely achieved.
The Solution: The IWS Legacy Wealth Flywheel
Once the Flywheel picks up momentum it will keep spinning and growing regardless of what happens to us. It's a simple, powerful system to acquire assets that generate cashflow as fast as possible.
Turn Capital into Cashflow
Acquire businesses that generate profit without your full-time attention or effort while leveraging the tax advantage of being a business owner.
Profit Accelerator
Drive business profits into an accelerator that compounds monthly returns.
Acquire Cashflowing Assets
Deploy capital into purchasing hard assets that go up with inflation and generate more cash flow so you can repeat the process.
Leverage the Secrets of the Wealthy
Apply Trusts and Private Banking strategies the wealthy use to keep more of your hard earned returns.
"In every family tree, there’s usually one branch that changed everything—one person bold enough to bet on the future. One person whose decision didn’t just earn returns… it rewrote their family legacy."
We’re looking for that one.
The one who sees what others don’t. The one ready to plant a flywheel that spins for generations.
Who You're Partnering With
We are a team of passionate entrepreneurs who thrive on solving problems and empowering others to do the same. Rising from humble beginnings, we’ve forged our own path through determination and innovation. We're not Wall Street insiders—we view them as part of the problem. We're dedicated to helping others benefit from our trailblazing journey.
Dirk Frankenne
Chief Executive Officer
A distinguished expert in scaling businesses and optimizing revenue operations, Dirk brings invaluable insight to evaluating business opportunities and their growth potential. His track record includes scaling a business to over $100 million in revenue within 11 months – demonstrating his exceptional ability to identify and capitalize on market opportunities. As a business growth strategist, he has led organizations of over 150 professionals, developing systematic approaches to revenue generation that create sustainable, predictable income streams.
Dirk's unique expertise lies in analyzing and optimizing business operations, having transformed multiple organizations across B2B and B2C sectors. His data-driven approach to evaluating business performance and growth potential makes him instrumental in identifying promising business opportunities for InvestWell Solutions' clients. At the intersection of sales strategy and operational excellence, Dirk specializes in assessing businesses' potential for generating streamlined, low-maintenance revenue and developing strategies to optimize their performance post-acquisition. His proven methodology for evaluating and enhancing business operations ensures our clients have access to thoroughly vetted, high-potential opportunities.
Andrew Callahan
Chief Operating Officer
A seasoned expert in business evaluation and recurring revenue generation, Andrew brings over a decade of experience in identifying, analyzing, and scaling profitable business ventures. As CFO and co-founder of D'Lujo Properties, he demonstrated his ability to build automated revenue streams by scaling to $1M+ in revenue and 75 properties under management in just 24 months – all while maintaining his consulting career. During his tenure at Booz Allen Hamilton, Andrew honed his due diligence expertise, leading a team of 20 professionals in evaluating and optimizing organizational operations for federal clients with portfolios exceeding $100M.
Andrew's unique combination of financial strategy and operational scaling expertise makes him invaluable in identifying promising business opportunities and structuring deals that maximize consistent returns for clients. His MBA from the University of Maryland and background in management consulting inform his systematic approach to vetting businesses and creating sustainable recurring revenue streams. At InvestWell Solutions, Andrew leads the strategy team, applying his proven framework for evaluating business potential and structuring deals that align with clients lifestyle goals.
Justin Peña
Chief Technology Officer
A uniquely qualified strategist who combines scientific rigor with business acumen, Justin brings an extraordinary analytical approach to evaluating and optimizing business opportunity. His diverse background in Neuroscience, Chemistry, and Computer Science from the University of Pittsburgh forms the foundation of his data-driven methodology for identifying high-potential business opportunities. Justin's systematic approach to business growth has produced remarkable results – scaling companies from $1M to $10M in two years and from startup to over $100M in five years, with three clients achieving Inc. 5000 recognition.
At InvestWell Solutions, Justin applies his expertise in creating scalable systems that seamlessly integrate human capital and technology, enabling businesses to maximize revenue while minimizing operational oversight. His scientific background in experimental design translates into sophisticated evaluation models that assess both current performance and future potential of business opportunities. Justin's emphasis on relationship marketing and trust-building has proven essential in identifying businesses that maintain profitability with minimal day-to-day involvement. His unique methodology ensures that each business opportunity in our portfolio is structured to align the interests of operators, and clients – creating sustainable, recurring revenue streams that stand the test of time.