Devoted to

Growing & Protecting Your Wealth


Would you like to learn how we are different?

Devoted to

Growing & Protecting Your Wealth

We are honored our clients put their trust in us to help them create a better future. We are passionate about always doing what is right, honest, and ethical for our clients – putting their needs above all others.

Who We Help


We provide financial planning and investment management services to our affluent clients. To ensure our clients are making the most of their resources and to protect them from uncertainty, we utilize a unique five-step process called 360 Wealth Management.

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Sudden Wealth™ Recipients

We have a special expertise serving Sudden Wealth™ recipients – individuals that quickly receive a large sum of money. We help our Sudden Wealth™ clients go from confused and overwhelmed to confident and in control.

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Small & Mid-Size

We provide business transition planning to family businesses who are selling their company to outsiders or transitioning the business. We also have a team who provides corporate and executive benefits such as 401(k)s and health insurance plans.

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Something You Should Know About Me…

Why do I have a bunch of letters after my name?
Why do I write books, financial columns for Forbes and CBS, and go on TV?
Why do I get up each morning with the unwavering mission to help clients make more money through low-cost investing, reduce their taxes, and implement creative financial strategies tailored to their unique needs?

It’s actually very simple, but for me quite profound.

As a child, my single mom struggled to raise my four siblings and me. Each day we faced new challenges. I saw first hand the power of money and how life was without it.As an adult, I visit countries around the world – many of them where men, women, and children struggle to survive — and again, I’m constantly reminded what a difference a dollar makes. Financial security can literally mean the difference between life and death.

Several years ago I met a young girl in Vietnam who had a heart defect. She was going to die. With just $800 and a heart surgery, this young girl with a death sentence is now a young adult who is flourishing and is expected to have a full life ahead of her.

This is why I’m obsessed with cutting taxes, saving money, and preparing for the future. Money is freedom and the opportunity to create and live the very best life possible.

Whether you have $20 million or $2, each dollar counts. This is why I’m always learning and looking for new strategies to help my clients.

This is why I do what I do.

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Why Fees Matter

Investment fees can rob a portfolio over time and leave you with much less than you should have. And there’s a good chance you are paying too much. But if you do it yourself or invest in only passive index funds, you may be missing out on above average returns in key asset classes where active management may do better. We don’t think you should have to choose between low fees or professional money management. Instead, we think you should have both. We focus on a low fee indexing approach and add active asset management where we are confident it will generate a better return for you.


Get Smart About Your Biggest Expense

Taxes are like a financial anchor that can keep your wealth from growing. Taxes are often the largest expense for clients and can mean the difference between a comfortable $5 million nest egg and a $3 million account at retirement*. But other than contributing to a 401(k) or tax loss harvesting, many clients and advisors are unaware of the many more advanced and creative strategies to reduce taxes. We look at minimizing taxes as a challenge – a game of sorts where we try to help our clients implement less obvious investment and financial strategies to reduce the taxes they pay.

*$19,300 invested for 40 years at 8% compounded growth compared to 40% tax on $19,300 invested over same period.


Are You Taking Advantage of New & Creative Financial Strategies?

It’s true the ultra-wealthy often get access to the best investments and superior legal and tax advice. Because it can seem that they can take advantage of opportunities and loopholes that most of us can’t, many investors give up and settle for mediocre advice instead. But by ignoring many unique and creative financial strategies that might work for them, they are missing out and costing themselves a great deal. We do things differently. We’ll implement the ultra-affluent strategies when we can, and we also focus on those tactics the ultra-affluent don’t qualify for or can’t take advantage of because of their size.


Are You Getting The Return You Should?

Do you ever wonder if you are getting a good return based on the risk you are taking or if your investments are right for you? You can ask friends how they are doing or compare your performance with how the market is doing, but this doesn’t give you a complete picture of your investments and could hurt your portfolio in a down market and be a drag on your portfolio in an up market. Instead, we can run a complete analysis of your portfolio so you can see in black and white how you are doing, the risks you are taking, the fees you are paying, and if changes are needed.



Let’s start a conversation.

We welcome your call (949-305-0500) or email.


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