👋 Managing Tech Millions 📈 your go-to source for building wealth with tech equity and managing the money that comes with it.
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 two sessions, you’ll:
Clarify your long-term vision
Define your next best investment move
Build the system that turns wealth into freedom
When? 📆 September 24th and 25th at 7pm to 9pm (Central US)
If your net worth is between $1M and $30M, chances are you’re stuck in the financial dead zone. You’ve outgrown basic financial advice, but you're still not being served by the exclusive strategies reserved for ultra-wealthy families.
That’s exactly why I created the Wealth Ops Framework — a practical system that lets you operate like a full-scale family office, without needing $100M or a full-time staff.
The structure is built around three simple phases:
Architect – Define your strategy through a clear legacy statement and investment thesis.
Build – Create a business structure for your portfolio, assemble fractional specialists, and set up an operational launch plan.
Run – Manage your wealth with a predictable rhythm, track results, and make smart decisions based on data.
The focus is on cash flow generation, tax efficiency, and scalable growth. And it’s all done at a fraction of the cost of a traditional family office — with far more control.
Once the system is in place, it takes just 8 to 12 hours per month to keep everything running smoothly. You step into the role of CEO of your wealth, making strategic decisions with clarity, metrics, and momentum.
The result? More control, more efficiency, and true peace of mind. Your portfolio stops being a mystery and starts working for you — consistently and intentionally.
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 two sessions, you’ll:
Clarify your long-term vision
Define your next best investment move
Build the system that turns wealth into freedom
Spots are limited—and the clarity you’ll gain? Game-changing.
Let’s build your portfolio like it’s your next great company.
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PS...If you're enjoying Managing Tech Millions, please consider referring this edition to a friend.
And whenever you are ready, there three ways I can help you:
Start up-leveling your knowledge - 🎧️ Follow our Podcast
Get our detailed How To Videos- 📺️ Subscribe to our Channel
Accelerate your actions, attend a Master Class (its Free) 🧠 The WealthOps Way
Disclaimer: This newsletter is for informational purposes only and does not constitute financial or career advice. Always consult with qualified professionals before making any decisions based on the information provided.
