Powering Your Portfolio: How Direct Energy Investments Can Drive Long-Term Wealth

Discover the tax-advantaged path to energy investing with long-term upside.

Join us for an exclusive conversation with Steve Blackwell, CEO of INVITO, as we unpack the power of direct energy investments. Learn how to navigate a space often clouded by excessive promotion and unlock opportunities that offer both exceptional returns and significant tax advantages.

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Wednesday, April 21, 2025

@2:00PM EST

Client Exclusive

Exclusive to Anomaly clients + 1 friend

Your Guest Speaker:
Steve Blackwell

CEO and Founder of INVITO

Your Host:
Greg O'Brien

Award-winning CPA specializing in complex tax planning and virtual CFO

Your Host:
John Malone

Award-winning certified Tax Coach, Attorney, and Business Advisor

This members-only webinar features a deep dive into the strategies behind successful energy investments—directly from one of the most trusted leaders in the space. Steve Blackwell, CEO of INVITO, brings decades of insight into how disciplined, incentive-aligned ventures can outperform the market and help protect investor capital.

Whether you're new to the energy space or exploring more tax-efficient ways to grow your wealth, this session will equip you with the clarity and confidence to make smarter moves. Learn how Steve and his team at INVITO are challenging the norms—and how you can benefit.

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What You Will Learn On This Live Training Event:

Why energy remains one of the most overlooked asset classes for individual investors

How direct investments can offer superior long-term returns

The role of tax advantages in energy investing

Common pitfalls to avoid in this space (and how INVITO is doing it differently)

Real-world examples of capital protection strategies

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About the Hosts:

Steve Blackwell

Guest

Steve Blackwell is the CEO and founder of INVITO, a company committed to delivering superior long-term returns and significant tax advantages to its investors. With a sharp focus on aligning incentives and protecting capital, Steve leads INVITO with a mission to cut through the noise of over-promoted deals and build a better path for direct energy investment

Greg O'Brien

Host

Greg O'Brien is an award winning CPA specializing in complex tax planning and virtual CFO services for startups, entrepreneurs and high growth individuals. A leader in finding creative solutions to today's complex tax and business environment.

As the only Certified Tax Strategist in Massachusetts, licensed by the American Institute of Certified Tax Planners, he specializes in using advanced tax reduction strategies to help business owners and individuals with complex situations reduce their overall tax burden.

John Malone

Host

John is a multi-faceted advisor with a passion for working with entrepreneurial clients and early stage businesses as they navigate complex tax and financial issues. John understands that your business and life are intertwined, requiring a management strategy that considers the right now in conjunction with your company's financial longevity and wellbeing.

John’s focus is on his client’s future, which is centered around proactive and advanced tax planning. John is a Certified Tax Coach as designated by the American Institute of Certified Tax Planner. With this background, he aims to provide innovative solutions to the ever-changing tax landscape. John is also an Attorney that has been recognized as a “Rising Star” each year from 2018 through 2021 by the Massachusetts Super Lawyers Magazine. 

Powering Your Portfolio: How Direct Energy Investments Can Drive Long-Term Wealth

Hosted by Greg O’Brien, John Malone and Special Guest Steve Blackwell

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