
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.
Should we work together?
You’ve made it this far - let’s find out (with a few unconventional questions).
This isn’t a sales quiz. It’s a mindset filter.
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.
In an industry focused intensely on scale, I’ve chosen a different path: to stay small. Deliberately, strategically, and without apology. While many peers chase expansion, I’m pursuing something more elusive — a practice that serves my life rather than consumes it.