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 never go bust, and always stay in the game
We stay focused on the investment strategy game
Greed and fear based transactions are seldom profitable
We manage your liquidity needs and adapt as they change
If you are paying a premium for a strategy, we believe it needs to carry an information or access advantage
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.
Financial markets are constantly evolving, so we are ready to adjust to changes in opportunities
Be a Force for Good
We believe in investing in the right things and look for positive ways to help you with your investing
EA'S Four Laws Of Entrepreneur Wealth Management
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.
Direction over destination – principles to guide you in
the right direction as your destinations change over time,
they are waypoints on a journey.
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.
Business wealth is not personal wealth – don’t allow a single point of failure to exist. Build a wealth machine.