
You’re Not Like Everyone Else.
Neither Are We.
Investment management for independent minds.
For Visionaries, Not Reactionaries.
Independent
You're not just an account number or a sales target. You’re a client, not a commission. Here’s why.
In-House
Your wealth is managed by us. No middlemen. No nonsense.
Kaleidoscopic
We think differently—spotting patterns others miss.
Tech-Driven
Smarter tools. Sharper insights. Less waiting, more winning.
Fee-Only
We’re paid by you and work for you. No commissions. Ever.
Fiduciary
Your best interest isn’t a tagline. It’s a commitment.
Real Advice. Real Relationships. Real Results.
Traditional finance ignores mindset.
We wrote a book on it.
and it’s free for you.
From foundations to freedom
Should I sell?
Your mindset shapes your financial future. We give you the insights to make decisions with confidence—no matter the market conditions.
What should I buy?
We follow the evidence, not the herd. No outsourcing. No shortcuts. Just original thinking and strategies designed for long-term success.
How much do I need?
Whether it’s life’s big milestones or the day-to-day, we’re by your side—advisor, planner, and sounding board every step of the way.
And every decision in-between.
Should we work together?
You’ve made it this far - let’s find out (with a few unconventional questions).
Q1: Do you enjoy learning new things?
Yes → Good. The markets have a few lessons in store.
No → Then you might hate this site.
Q2: Are you okay being a little different if it makes you right?
Yes → You’ll fit right in.
No → The herd is over that way.
Q3: Do you think in decades when making important decisions?
Yes → We’re on the same clock.
No → Quick thinking works—until it doesn’t.
Q4: Do you care more about living life than financial returns?
Yes → Let’s talk.
No → We care about returns…but not at the expense of our soul.
If most of your answers were “Yes,” we might be a good fit. A strong partnership starts with shared perspective.
The latest from the VPW blog.
This dialogue was inspired by the recursive brilliance of Douglas Hofstadter and the whimsical logic of Lewis Carroll. It’s part satire, part philosophy, and, like the market, a little bit absurd.