Ventures
I don't just advise entrepreneurs. I am one. Here's what I'm building.
I build real businesses because it's the only way to understand what my clients actually deal with. An STR teaches cash flow and tax nuance. A motorcycle rental teaches seasonality and operations. The principle stays the same: honest work, served well, owned fully.
Wealth In Yourself
WIY
Flat-fee fiduciary financial planning
Who it serves: Entrepreneurs and real estate investors who want to design their lives — not just grow their accounts.
Top Shelf Private Wealth
TSPW
Flat-fee fiduciary built exclusively for professional hockey players
Who it serves: NHL, AHL, and elite-level players navigating compressed earning windows, jock tax, and cross-border complexity.
Lake Tahoe Motorcycle Rentals
LTMR
Motorcycle rental business serving Lake Tahoe
Who it serves: Riders visiting Tahoe who want to experience the Sierra Nevada on two wheels.
CA Homes In The Pines
CAHITP
Luxury short-term rental business in the Sierra Nevada
Who it serves: Travelers looking for premium lodging in the mountains.
More to come. A car wash, a laundromat, a few things I haven't thought of yet. Simple businesses, honestly run.
Follow the build
New ventures, lessons learned, and what's next.