Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.

You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows.

👉 In just one session, you’ll:

• Clarify your long-term vision
• Define your next best investment move
• Build the system that turns wealth into freedom

When? 📆 February 25th at 7pm to 9pm (Central US)

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I’ve spent the last 10 years studying how ultra-wealthy families build and protect their wealth, and I’ve spent the last four and a half years running my own Micro Family Office. What I’ve learned is simple: retirement at this level isn’t about how much you save, it’s about how you architect your wealth.

In today's episode I’m going to show you the four systems you need to build, why traditional retirement advice doesn’t apply to you, and how you can set up your wealth to work for you, not the other way around. By the end of this video, you’ll see why some people retire with $3 million while others with $10 million are still stuck working.

Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.

You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows.

👉 In just one session, you’ll:

• Clarify your long-term vision
• Define your next best investment move
• Build the system that turns wealth into freedom

When? 📆 February 4th at 7pm to 9pm (Central US)

In 2025, 1,000 new millionaires were created every single day in the US. But here’s the problem—the moment you cross that threshold, you enter what I call the financial service desert. You’re too wealthy for cookie-cutter financial advisors, but you don’t have the $100 million minimum access a traditional single family office.

The result? Highly successful individuals get stuck in analysis paralysis or make bad investment decisions, which can lead to million-dollar mistakes.

I’ve been there. In 2012, I made my first million and soon realized that the traditional wealth management options were not serving my needs. After talking to several wealth advisors, I realized no one had my best interests in mind. So, I studied how the ultra-wealthy manage their money through family offices—and built what I now call a Micro Family Office.

Today, my portfolio generates over $200,000 annually in cash flow, while still growing, and I’ve been able to retire at 51 and focus on what truly matters to me: my family and health.

In this episode, I’m breaking down the four-phase process I used to build my own Micro Family Office in 2026. These are the same steps you can use to manage your wealth like the business it truly is.

How can an 8% return outperform a 12% return over time?

The answer has nothing to do with taking more risk, and everything to do with what you actually keep.

In this episode, I break down the concept of Structured Alpha—a framework used by ultra-wealthy families to measure after-tax performance instead of headline returns. Most investors obsess over gross returns, but taxes quietly erode 2–4% of their portfolio every year. Over decades, that can mean millions lost to inefficiency.

You’ll learn why gross returns are misleading, how income type matters more than yield, and how combining income architecture with tax optimization can dramatically increase long-term wealth—without increasing market risk.

We’ll walk through real examples across different portfolio sizes and show how investors with $1M–$30M can systematically keep more of what they earn, letting compounding do the heavy lifting.

If you’re serious about building wealth like a business—and not leaving money on the table—this episode will change how you evaluate returns forever.