The closest working relationship with the team.
Every framework TMM teaches, delivered 1:1 with 12 monthly sessions and direct access to Steve, Jacob and Tom year-round. This is our most immersive engagement, designed for clients who want the full depth of guidance as they build.
12-month engagement · 1:1 + online delivery · 12 private sessions
- All Three Wells frameworks
- 1:1 and online delivery
- Monthly private sessions
- Direct team access year-round
- Advanced volatility frameworks
- Annual TMM retreat invitation
Every framework. Every tool. Monthly guidance.
Executive delivers the complete Three Wells framework through 12 private 1:1 sessions across 12 months, one every month. This is not a course you consume on your own. It is a structured working relationship where the team is alongside you at every stage of the journey.
You also get direct access to Steve, Jacob and Tom between sessions. When markets move, when decisions arise, when you need to think something through, you have a line to the people who built the frameworks.
Well One
Volatility and protection. Short-term discipline for managing market swings with confidence.
Well Two
Global macro rotation. Systematic allocation using CAPE, momentum, and evidence-based indicators.
Well Three
Long-term wealth. Portfolio design for compounding across decades and life stages.
12 Monthly Sessions
Monthly 1:1 sessions with the team. The closest working relationship TMM offers.
Same frameworks. Deeper engagement.
Both Executive and Direct deliver the complete Three Wells framework. The difference is depth of engagement: how often you meet, how close the working relationship is, and the level of access you have to the team between sessions.
Executive clients get monthly sessions (vs bi-monthly), direct access to the founding team year-round, advanced volatility and ETF rotation frameworks, and an invitation to the annual TMM retreat.
At a Glance
Monthly structure. Lasting discipline.
Your 12 sessions are spaced monthly so there is always a structured touchpoint with the team. Early sessions focus on financial clarity and wealth architecture. The middle of the year moves into portfolio construction and implementation. Later sessions address behavioural discipline, market cycles, and long-term strategy.
Between sessions you have direct access to the team. By the end of 12 months you will have a clear investment philosophy, a structured portfolio, the discipline to maintain it, and a community of peers building alongside you.
- All Three Wells frameworks delivered 1:1 and online
- 12 private sessions across 12 months (monthly)
- Direct line to Steve, Jacob and Tom year-round
- Advanced volatility management and ETF rotation
- Comprehensive portfolio construction principles
- Every framework and tool TMM teaches
- Family capital and intergenerational wealth education
- Signals and Noise Premium included for 12 months
- Invitation to annual TMM retreat (Executive only)
- TMM community access throughout
What people ask before they start.
Who is the Executive Program designed for?
Executive is designed for serious investors who want the closest possible working relationship with the TMM team. Most participants are professionals, business owners, or individuals managing significant capital who want structure, accountability, and direct access as they build.
Why is Executive limited?
Because of the level of support and direct access involved. Keeping numbers controlled ensures every Executive client receives meaningful, personalised engagement rather than generic education.
What happens after 12 months?
Executive clients can continue through our Ongoing Alumni engagement, with continued 1:1 sessions, community access, and annual strategy refreshes tailored to your needs.
How much time should I expect to commit?
Most clients spend a few hours per week engaging with the frameworks and preparing for sessions. The goal is disciplined, thoughtful decision-making, not constant activity.
Do you provide personal financial advice?
No. The program provides general education and frameworks designed to help you think more clearly about investing decisions.
Start a Conversation
Executive engagement begins with a short conversation to understand where you are and whether this is the right fit. No pressure, no pitch.
Chat With UsExecutive engagement is subject to an initial consultation and approval process.
