Empowering Sophisticated Investors
with Strategic Access to Private
Oil & Gas Opportunities

Courses Overview

Wealth From Wells offers a structured education and coaching program designed for sophisticated investors seeking exposure to private oil & gas opportunities. Through six expertly designed modules, you’ll gain the strategic thinking, practical tools, and real-world insight needed to evaluate, engage, and grow your portfolio in the energy sector.

Our coaching is tailored for professionals—including technology executives, W2 earners, real estate professionals, doctors, entrepreneurs, and others—seeking to diversify into oil and gas investments with confidence and control.

Master Complex
Oil & Gas Investing Through Personalized Coaching

Module 1: Strategic Wealth Planning with Oil & Gas Assets

Lay the foundation for long-term energy-based wealth.

This module helps you integrate oil and gas investments into your broader financial strategy with precision and clarity. Learn how to align asset selection with your personal goals, tax position, and risk appetite—while positioning for lasting income and legacy.

What You'll Learn:
Why Oil & Gas Belongs in Your Portfolio:
Explore how tangible energy assets can offer inflation protection, long-term income, and strategic diversification.
Matching Assets to Goals:
Learn to choose the right oil & gas vehicle—whether you’re seeking tax advantages, consistent cash flow, or legacy planning through mineral rights.
Risk Management for Private Energy Investments:
Understand how to mitigate common pitfalls and redflags using proven frameworks.
Tax Optimization Strategies:
Discover how to leverage IDCs, depletion allowances, and passive losses to reduce your overall tax burden.
Portfolio Integration Tactics:
Get insights on sizing, timing, and positioning oil & gas within a multi-asset HNWI portfolio.

 

Module 2: Learn Directly from Seasoned Coaches

Gain insider insight from those who've been in the trenches.
This module connects you with professionals who have successfully built wealth through oil and gas investments. Through one-on-one, personalized sessions, you'll get the mentorship, strategies, and behind-the-scenes knowledge that only experienced investors can offer.

What You'll Learn:
Real-World Lessons That Textbooks Don’t Teach:
Get firsthand guidance on what works—and what doesn’t—from investors who’ve lived through booms, busts, and breakthroughs.
Tailored Education for Your Investment Goals:
Whether you’re eyeing tax-efficient working interests, or long-term distributions, or short term cashflows, your sessions are customized to fit your unique strategy.
Avoid Expensive Mistakes:
Learn how to navigate due diligence, deal structuring, and operator vetting with confidence—based on hard-won lessons.
Actionable Frameworks & Deal Reviews:
Bring real or hypothetical deals to your coach and walk through analysis, red flags, and potential upside—together.
Build Long-Term Confidence:
Move from uncertainty to clarity by working with a trusted expert who understands your level of experience and ambition.

 

Module 3: Accelerate your Confidence

Approach oil & gas investments with precision and clarity.
This module focuses on giving you the practical tools and strategic frameworks to evaluate, monitor, and optimize your portfolio—so you can act decisively and avoid costly missteps.

What You'll Learn:
Comprehensive Deal Evaluation Techniques:
Master the step-by-step process to assess technical, financial, and operational aspects of oil and gas offerings.
Portfolio Optimization Strategies:
Learn how to rebalance and refine your oil & gas holdings based on performance metrics, operator updates, and market trends.
Identifying Red Flags in Real Time:
Gain the ability to spot inconsistencies or risks in offering materials, JV terms, and cash flow projections before committing capital.

Module 4: Mastering Due Dilligence

Turn complexity into clarity before you commit capital.
This module gives you the skills and structure to confidently assess oil and gas deals from every angle—technical, legal, financial, and operational—so you can invest with precision and avoid hidden risks.
What You'll Learn:
End-to-End Due Diligence Process:
Follow a structured approach to analyze operators, leases, well economics, and legal documents before saying yes.
How to Read Between the Lines:
Identify red flags in offering memorandums, JV agreements, and engineering data that most investors miss.
Understanding Reserve Analysis:
Learn how to interpret reserve estimates and correlate them with well age, production history, and decline patterns.
Operator & Partner Vetting:
Assess operator history, financial stability, and execution capability using practical screening techniques.
Preparing for Interviews:
Get equipped with the right questions to ask operators, fund managers, or partner— covering drilling plans, budgets, risk management, and timelines—to gain transparency and build trust.
Leveraging Industry Data Sources:
Understand key public and proprietary data resources like the Texas Railroad Commission (TRRC), Energy Information Administration (EIA), and others to validate production, pricing, and regulatory information as part of your due diligence toolkit.

Module 5 – Leverage “Done-For-You” Deals

Learn by reviewing real-world, fully-structured oil & gas opportunities.
This module gives you access to education as example deals that reflect the kind of turnkey investments seasoned investors evaluate—pre-structured, professionally packaged, and designed to demonstrate what a strong opportunity looks like. You’ll gain the skills to identify well-vetted deals and confidently analyze them on your own.
What You'll Learn:
What Turnkey Oil & Gas Deals Look Like:
Study the typical structure, economics, and risk profiles of professionally assembled, ready-to-execute deals.
How to Analyze Vetted Opportunities:
Learn to break down deals that have already passed through a rigorous review process— understanding why they were considered strong contenders.
Compare Structures Across Deal Types:
Understand the differences between working interest, royalty interest, and fund-based deals—so you can compare risk/reward dynamics more effectively.
Use Real Examples to Build Your Own Filters:
Extract patterns and best practices from ready-made deals, so you can build your own investment filters and evaluation benchmarks.

Module 6 : The Wealth Well Community

A trusted network for premium oil & gas investment intelligence.
This module gives you access to an exclusive flow of expert insights, handcrafted newsletters, and educational updates focused on high-potential oil and gas. Stay ahead of the curve with curated content built for serious investors seeking to sharpen their edge.
What You'll Gain:
Continuous Investor Education:
Expand your knowledge beyond the course through subscriber-only briefings, technical explainers, and special reports tailored for sophisticated investors.
Newsletters with Deal Intelligence:
Receive crafted updates covering market shifts, operator performance, reserve trends, and educational breakdowns of real-world opportunities.

Ready to Unlock Wealth from Oil & Gas?

Don’t miss your chance to gain insider knowledge, expert coaching, and access to a trusted community that will empower you to confidently navigate oil & gas investments.
Enroll now and transform your investment approach!