Modern Services for Creators, Entrepreneurs, and Families

A Higher Standard of Care

Discover a Complete Private Wealth Experience

What more can we do for you?

People-First and Built on Trust

Our mission is to create long-term value for our investors through the careful, holistic stewardship of their wealth. Based in Austin, Texas, we are financial advisors dedicated to pursuing a bespoke private wealth experience for Entrepreneurs, Digital Creators, and LGBT+ families. Our philosophy is fundamental and research driven, embracing an intimate, unbiased and intelligent focus on what matters most: Understanding You.

When acting as fiduciaries, we are committed to serving your best interest and will do everything we can to help you meet your financial goals. To find out what we can do for you, your family, and your business, contact us for a complimentary and personal consultation.

Meet with Our Founder

Empowering families and investors is our top priority. It’s not about any single accomplishment. It is about the cycle of endless refinement and continuous improvement. Ultimately, it is our commitment to the process that most determines progress.

An Endowment Approach to Wealth Management

Discover Planning at its Best

We are a firm dedicated to establishing long-term relationships based on personalized service and a thoughtful deliberate approach to planning. In short, when you work with us, your financial well-being will be at the forefront of everything we do – exactly as it should be.

·         Investment Planning

·         Income Tax Planning

·         Retirement Planning

·         Estate Planning

·         Risk Planning

·         Asset Management


Financial Pursuits

Through our five-step process, we work with you to find out where you are now, and where you want to be in the future. Whether it's living the retirement you earned, preserving your legacy, or living with certainty, we help put you on the right path.

  1. Discover your goals, roadblocks, and other considerations.
  2. Analyze your current financials to identify strengths, weakness, and opportunities.
  3. Advise you on a tailored plan that pinpoints your financial needs and goals.
  4. Implement your financial plan and investment strategy.
  5. Monitor your plan and portfolio and adjust as necessary.