the 4th wealth catalyst summit • san francisco • october 16, 2026  APPLY FOR YOUR SEAT
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Charlotte February 19, 2026

Charlotte, your vision inspires.

Legacy, turning pain into healing others, divorce, health scares, transitions into whats next in life, empty nesting. Money impacts all of these moments, and last night we talked about it.

We were all seen last night.
– “Over the last five years, I’ve bootstrapped an early-stage biotech company… I’ve gone salary-free for five years… and seeing it pay off is a huge breath of fresh air.”
– “I experienced a pretty traumatic health scare… I made the decision to do a radical sabbatical… so I can enjoy the fruits of my labor with my children.”
– “High functioning codependency… you date the potential… you project manage whatever’s around you… you live in a fantasy versus the reality.”
– “To go through a divorce and have to start from scratch and then rebuild… but make really good decisions… having that conversation with your next spouse… set up a trust to protect my own funds for my nieces… and him being able to set something up for his daughters.”

This is why we gather, to be wealth expanders for each other. The summit is shaped by these rooms: lived experience first, then expert execution. The question is always the same: What becomes possible when we learn from one another’s real lives and design wealth around who we actually are?

Thank you Marcia Dawood for hosting and creating the perfect conditions for vulnerability, and real connection. Your book, Unapologetic Wealth, is an unlock to understanding how our stories shape our decisions, and creating the future of the world.

hashtagCharlotte
hashtagfreedom

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