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Saturn Ambassador Program Our Way to Thank You

Reap the rewards of our Saturn Wealth membership program by introducing us to family and friends who could use our help.

The Program:

What is a Saturn Wealth Ambassador?

We created the Saturn Wealth Ambassador Program to show how much we appreciate you for entrusting us to assist your friends, family, colleagues and neighbors. We are humbled and honored to serve those who are part of your inner-most circle, and this program creates an opportunity to say “thanks” while also giving back to our community.


The Process:

How can you join the ranks?

It’s easy. To become a Saturn Wealth Ambassador, simply refer one or more households to our firm within one calendar year. To maintain your Saturn Wealth Ambassador status, you must refer at least one household annually. Refer 10 households that become clients, and you maintain your Saturn Wealth Ambassador status for a lifetime and become a Saturn Wealth Hall of Fame member.


The Partnerships:

Who else benefits from your participation?

When you refer friends and family to Saturn Wealth, others benefit too. For every household you refer, we will make a donation to one of our local charities.


The Perks:

What rewards will you reap from being an ambassador?

Your personal benefits vary based on your number of qualified referrals (a qualified referral is a household referred by you that meets with one of our advisors in person or virtually by Zoom or Skype). Membership benefits include:

Admission to annual formal ambassador gala

Special recognition

Discounts on legal & tax services

Appreciation events are group activities and functions, while events are specifically planned for our Saturn Wealth Ambassadors. No event, function or any such gathering can be exchanged for monetary value of any kind. The purpose of this program is to give back to our clients. The Saturn Wealth Ambassador calendar year will run annually.


Who Can We Help?

Do you have a relative or friend who could benefit from working with us? Please fill out the referral form below so we can reach out to them and you can reach Saturn Wealth Ambassador status!


Become An Ambassador Today

  • By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.

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