The Principals’ Circle
Some conversations require the right room.
On June 26th, Wealth Enrichment Advisors and The Orange Coast Collective are hosting an intimate private morning assembly for a carefully selected group of founders, family principals, investors, and operators — individuals who understand that the most consequential decisions of their financial lives rarely happen in public forums.
This is not a conference. There are no keynotes, no pitches, and no exhibitors.
It is a morning of deliberate connection among founders, investors, operators, and family principals gathered in the private setting, for conversation that matters.
The Program
9:00 am — Arrival & Welcome
Guests arrive to a curated welcome reception. Specialty coffee, fresh-pressed juice, and light fare. The room opens informally, no agenda on the wall, no name badges, no assigned seating. Simply the right people in the right environment.
9:45 am — Welcome Remarks
A brief welcome from Michael Anderson, Founder of Wealth Enrichment Advisors. No pitch. No slides. A point of view on why this room exists and why the people in it matter.
10:00 am — Featured Conversation
A short, dialogue on a question that doesn't get asked enough in professional settings. The topic is announced the week of the event.
Expect candor, not performance.
10:30 am — Open conversation
The morning's true purpose. Unhurried time for the kind of conversation that rarely happens at conventional professional events. A Wealth Enrichment Advisors conversation concierge facilitates warm introductions between specific guests throughout the room.
11:15 am — Strategic Introductions & Networking
Curated introductions facilitated by the Orange Coast Collective team based on interests, expertise, and opportunities for collaboration.
11:45 am — Closing Remarks
A brief close from the host. No call to action. Simply: thank you for being here.
12:00 pm — Departure
What to Expect
Attendance is intentionally limited and curated to ensure a high-caliber guest experience. Every guest in this room was personally reviewed. Capacity is intentionally limited.
Dress is business casual to business elegant. Venue details are provided to confirmed guests the week of June 19.
Presented by The Orange Coast Collective • Hosted by Wealth Enrichment Advisors
Newport Beach, California • June 26, 2026
A Moment of Reflection
Some people attend an event. Others become part of its foundation.
To our friends who traveled from Colorado Springs to join us for the inaugural Principals' Circle – thank you.
Your willingness to invest your time, travel across states, and spend the week alongside us speaks volumes about your commitment to building something greater than yourselves. Your presence enriched every conversation and reinforced the belief that meaningful communities are built one relationship at a time.
As Wealth Enrichment Advisors continues to bring together families, founders, and trusted advisors, we are grateful to stand alongside people who believe that the future is strengthened when families help families.
Congratulations on 25 years of Marriage.
Thank you for believing in our vision from the very beginning. We look forward to the years ahead, the friendships we'll continue to build, and the meaningful collaboration in the road ahead.
Here's to families helping families.
- Michael Anderson
Founder, Wealth Enrichment Advisors.
Credits & Gratitude
A tremendous thank you