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City Outline
Bancnotes Wealth Management Logo

Launching Soon!!

Best Friends Wealth Club Members
Young Black Professional Member

Get ready to reshape your financial future! Be one of the first express interest in joining a Bancnotes Wealth Club in your area and receive the first 3 months of your $9.95 membership fee on us!

Welcome to Bancnotes Wealth Club!

Our 
Story

Get to Know Us

At Bancnotes Wealth Management, we are dedicated to shaping the financial future of our members by providing culturally sensitive investment services, financial education, and access to wealth building tools and resources. Our platform will bring together an inclusive community of like-minded people sharing ideas and common goals aimed at contributing positively toward closing the racial wealth gap.

Membership Benefits

Simplified Education

We minimize the jargon and provide multiple formats to receive education.

Examples: Luncheons, Webinars,  Small group sessions, and self-guided.

Pooled Investments

By pooling investments, the entire community gains greater access and much more growth potential.  While allowing each person to invest as much or as little as they want.
 

Exclusive Access and Experiences

Opportunities to hear first hand from some of the best and brightest financial minds in the personal finance and investments community.
 

Unique Member Experience

Features and benefits that differentiate Bancnotes from everyone else; Like our free path to Home ownership coaching 

Community Atmosphere

We offer a safe supportive space for you to discuss growing your money with others that look like you, can relate to you,  and have had similar experiences with money and investing.
 

Everyone has a voice

Each member is a partner in the club

and each member has input into each investment decision for their chapter

OPPORTUNITIES

Invest.Learn.Grow

Club Level

  • Purchase stocks as a part of monthly club investments

  • Attend financial workshops and speaking events

  • Access to tailored financial education

  • Debt management and homeownership coaching

  • Free stock market research

  • Access to community message boards

  • All-Inclusive $9.95 monthly fee

Advisory Level*

  • Everything included in the Club level

  • Unbiased personal financial planning advice

  • Retirement Planning

  • Access to insurance and annuity products

  • Ability to invest in equities outside of the club

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Small Business Level^

  • Everything included in the Advisory level

  • Comprehensive Small business consulting on topics ranging from succession planning to taxes

  • Assistance with business operations and strategy

  • Guidance on retirement savings and other benefits for employees

  • Resources and help raising capital to grow your business

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Just for you

Pre-launch Deal

Leave your contact details to be the first to know when we launch.  We will waive the $9.95 monthly membership fee for the 1st 3 months.

Where to Find Us

350 Springfield Ave. Ste. 200
Summit, NJ 07901

Mon - Fri: 9am - 6pm
​​Saturday: 10am - 2pm
​Sunday: Closed

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