Name: Entrepreneur Aligned
Price range: $

Wealth Management Philosophy and Guiding Principles

Building the life you want as an entrepreneur is about creating a game that you want to continue playing. A game that creates a happier, healthier version of yourself. The person who shows and gives their best to the world around you. The partner, parent, friend, and creator who shows up every day for those you care about.

Your money needs to be invested to achieve the result you seek and be available when you want to use it. That’s where we come in.

We start by building your investment roadmap based on your statement of intent, core values, and understanding what total financial independence looks like for you. Your roadmap outlines how you use your assets to reach total financial independence.

Based on your unique plan, existing asset structure, and liquidity needs, we build individual strategies to generate the outcomes you want.

We have several core principles of investing:

1

Be Strategic

We never go bust, and always stay in the game

2

Be Clear

We stay focused on the investment strategy game

3

Be Disciplined

Greed and fear based transactions are seldom profitable

4

Be Adaptable

We manage your liquidity needs and adapt as they change

5

Be Intentional

If you are paying a premium for a strategy, we believe it needs to carry an information or access advantage

6

Be Objective

We believe that investing decisions should be based on objective data, not subjective emotion or 'gut feelings'. Decisions based on emotion tend to lead to negative outcomes.

7

Be Agile

Financial markets are constantly evolving, so we are ready to adjust to changes in opportunities

8

Be a Force for Good

We believe in investing in the right things and look for positive ways to help you with your investing

Download The Entrepreneur Aligned Pitch Deck For More Details

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EA'S Four Laws Of Entrepreneur Wealth Management

View Four Laws

Law Number One

Happiness is the only goal – it looks different for everyone but beyond a point, financial success is not a goal but a byproduct of doing things that make you happier.

While most other advisors focus outside the business, we dig in. This is typically your largest investment and primary income source. We help maximize the benefit you have worked so hard to create.

Law Number Two

Direction over destination – principles to guide you in the right direction as your destinations change over time, they are waypoints on a journey.

Law Number Three

Compounding wealth through business – as an entrepreneur, we support you in the goal of building long-term wealth by keeping your entrepreneurial venture and letting it compound, while also building wealth outside the venture.

Law Number Four

Business wealth is not personal wealth – don’t allow a single point of failure to exist. Build a wealth machine.

Have a question or simply want to talk through your vision? We're here to help.

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