Why your practice is keeping you rich but not wealthy...
And the private equity blueprint they never taught you in dental school.
If You Are An Orthodontic or Dental Entrepreneur With A Net Worth Over $10 Million, I Have An Uncomfortable Truth For You.
You are losing money. Every single day. Not because you are making bad investments, but because you are making standard investments.
The financial industry is built to serve the mass affluent—the doctors, the lawyers, the small business owners who have a few million in the bank. They sell you "diversification." They sell you "safety." They sell you "market returns."
At your level, "diversification" is just a fancy word for dilution. At your level, "market returns" are a failure.
You have built an empire. You have optimized every square inch of your practice. You have negotiated every supplier contract. You have engineered your clinical workflows to perfection.
So why are you letting your wealth sit in a "retail" portfolio designed for a dentist who makes $200k a year?
The Retail Gap
The difference between what your wealth is doing and what it could be doing is not a percentage point.
It is a chasm.
PERFORMANCE PROJECTION
Compound Growth Velocity
I don't just recommend this strategy. I live it.
On October 1st, I transitioned my entire portfolio to BNY Wealth. The objective was not just growth, but structural efficiency.
In the first four months, the portfolio realized a $700,000 gain. However, the more significant metric was the tax efficiency. Through institutional-grade tax-loss harvesting, we offset those gains with $200,000 in strategic losses.
Effectively, this created a $900,000 net positive swing in portfolio value in less than two quarters—a result that standard retail diversification simply cannot engineer.
Beyond the numbers, the access is tangible. My portfolio now includes a position in Coatue Qualified Partners, a hedge fund that acquired OpenAI shares at a sub-$100 billion valuation—now worth over $500 billion. These are the kinds of allocations that simply don't exist in the retail world.
In Strategic Partnership With
You're going to meet the same people that are guiding billion-dollar portfolios. You'll interface with the same advisors who work with top hedge funds and private equity players in the world. These are the same people that have engineered and advised on $20 billion in sales and gotten their clients extra billion-dollar paydays.
"I don't benefit one iota if 7 Pillars helps you double or redouble your net worth over the next 5 or 10 years. I do have a long-term collaboration on practice transitions—but that will only benefit both of us infinitely more if they help you grow first."
This isn't theory. It's my actual structure.
I don't teach strategies I don't use. Here's how my own wealth architecture is organized:
This structure took years to build and six figures in legal and advisory fees to architect. At The Vault, I'll walk you through exactly how it works—and how to build your own.
The Architects of Wealth
You'll be in the room with the same advisors who guide billion-dollar portfolios and have engineered over $20 billion in successful transactions.
Jay Abraham
The $21.7 billion man. Jay has personally mentored Luke in business strategy and works alongside Tony Robbins. He's the marketing genius behind breakthrough campaigns like Icy Hot and has generated more revenue for his clients than almost anyone alive.
Seth Taylor
Luke's personal financial advisor for over a decade—and the man who opened the door to BNY Wealth. Seth is the trusted gatekeeper who ensures only the most sophisticated strategies reach his clients' portfolios.
Scott Barron, CEPA
A trusted advisor to some of the wealthiest families in the Southeast. Scott specializes in estate planning, concentrated stock strategies, and the sale of privately held businesses—bringing Certified Exit Planning expertise to every engagement.
Karen Havey, J.D., L.L.M
A former tax attorney with a Georgetown L.L.M in Taxation, Karen develops innovative wealth transfer strategies and ownership structures that maximize your wealth after taxes—across generations.
Greg Watkins
A member of BNY's investment strategy committee overseeing $190+ billion in assets. With four decades in investment management, Greg builds and implements portfolio strategies tailored to each client's objectives.
Rob Jorgensen
Specializing in business owners and entrepreneurs, Rob directs investment and wealth management solutions with a focus on multi-generational families—navigating the complexities of wealth accumulation, preservation, and transfer.
Brian Christensen, CFA
The dental M&A specialist. Brian's expertise in practice transitions and valuations has helped countless orthodontists and dentists maximize their exit value and structure generational wealth transfers.
Dr. Ben Fishbein
After building Fishbein Orthodontics into a regional powerhouse, Dr. Fishbein partnered with Smile Doctors to scale his vision. He'll share the real story behind his transition—and the strategic insights every practice owner needs before considering an exit.
Additional BNY Wealth experts presenting exclusive market insights
Alicia Levine
As seen on CNBC
Matthew Keeler
Industry-specific market intelligence
Kevin Shea
Emerging technology investment insights
A Historic Alliance
Luke Infinger
Founder, HIP Creative
The Architect Behind The Empire
Luke Infinger is not a practice owner. He is the architect who helps them scale.
As the founder of HIP Creative and a trusted advisor to the nation's top 1% of orthodontic practices, Luke has helped generate over $200 million in growth for his clients. He is the author of the #1 Amazon Best Seller Front Desk Secrets and the strategist behind multiple 8-figure exits.
But his most important work happens quietly, behind the scenes. Luke has spent years decoding the wealth strategies of the ultra-rich, applying the same rigorous optimization to his finances that he applies to his clients' businesses. Now, for the first time, he is sharing that personal playbook.
Institutional Power.
Personalized for You.
Founded by Alexander Hamilton in 1784, BNY is America's oldest bank and the world's largest custodian, safeguarding over $59 trillion in assets.
Through this exclusive partnership, attendees of The Vault gain direct access to BNY Wealth's Active Wealth™ framework—a level of sophistication typically reserved for family offices and institutional investors, not retail clients.
- Access to Institutional Private Markets
- Lending Against Illiquid Assets
- Multi-Generational Trust Services
- Bespoke Tax & Estate Architecture
BNY Wealth
Est. 1784
"What's the Catch?"
Let's address the elephant in the room.
The information is free.
You'll walk away with every strategy, framework, and insight—whether you engage with anyone afterward or not.
There are no sales pitches.
Zero offers will be made at this event. If you want details on working with any of our speakers, you can ask—but this isn't a room designed to "sign people up" for anything.
Our speakers are educators first.
Seth Taylor is my personal financial advisor. If you connect with him and want to explore working together, that door is open. If not, he's simply here to teach. The same goes for BNY Wealth, 7 Pillars, and Jay Abraham—they're here to share knowledge, not close deals.
Why am I doing this?
I created The Vault so you have the knowledge to maximize your wealth—plain and simple. The relationships I've built took years. This event compresses that timeline into two days.
Apply for Consideration
Strictly limited to 15 qualified practice owners. This exclusive briefing will be held in the BNY Wealth boardroom at the top of their Wall Street headquarters.
"If you already have somebody that has this kind of access, can earn you this kind of return, and can get you early access to potentially explosive windfall growth—then please, stay there. But if you don't, join me in New York."