
Built with Intention.
Backed by Insight.
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.
Traditional finance ignores mindset.
We wrote a book on it.
and it’s free for you.
From foundations to financial 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.
The latest from the VPW blog.
In the early 1980s, Intel was losing ground fast. Japanese competitors dominated the memory chip market, pushing Intel to the brink. Anxious boardroom discussions concerned a key question: clutch at the familiar or try something different? Andy Grove chose the latter. He pivoted Intel away from memory chips and redirected it into microprocessors — a gamble that ultimately saved the company.