👋 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? 📆 December 10th and 11th at 7pm to 9pm (Central US)
I made $3.3 million in five minutes during my first IPO. Six months later, I was lying in bed, staring at the ceiling, completely overwhelmed. I had always believed that seeing seven figures in my bank account would bring freedom—but instead, I had more anxiety than ever.
Here’s the uncomfortable truth: making money and managing money are completely different skills.
This video is a deep dive into the six most common—and most dangerous—mistakes I see first-time millionaires make. I’ve lived through all of them. I’ll also walk you through the practical, systematic framework that helped me turn chaotic wealth into a calm, income-generating portfolio.
It all starts with Mistake #1: investing without first creating an Investment Thesis and a Legacy Statement. This one mistake can cost you more than any market downturn. When you skip the step of defining why you’re building wealth and how you’re going to do it, every investment becomes a guess. And guesswork is expensive.
Mistake #2 is being overexposed to concentrated stock positions—especially common for tech employees. If your net worth is tied to one stock, you’re not building wealth, you’re placing a bet. Diversification isn’t just about risk management; it can also increase returns by up to 15%.
Mistake #3: treating a multimillion-dollar portfolio like a side project. If you wouldn’t run a $5 million business without systems, strategy, and reviews, why are you doing that with your wealth? Without structure, you could be leaving up to 3% in annual returns on the table.
Mistake #4 is treating tax planning as an afterthought. High-net-worth individuals who ignore tax strategy are giving away tens of thousands of dollars per year—sometimes more. Smart, proactive tax planning isn’t optional at this level. It’s essential.
Mistake #5: settling for cookie-cutter financial advice. Most financial advisors are not equipped to serve clients in the $1–30 million range with real strategy. If you’re being offered a generic 60/40 portfolio, you’re likely getting advice designed for scale, not for success.
That’s why I believe in building what I call a Micro Family Office. It’s a lean, tech-enabled version of a traditional family office that gives you access to the same tools, strategies, and investment opportunities that ultra-high-net-worth individuals use—but tailored to your portfolio size.
Finally, Mistake #6 is the root of all the others: confusing making money with managing wealth. Just because you’re excellent at earning doesn’t mean you automatically know how to build lasting financial systems. They’re completely different mindsets, timelines, and skill sets.
This video is the one I wish existed when I hit seven figures and had no idea what to do next. If you want to avoid years of trial and error, start by building your foundation—your Legacy Statement and Investment Thesis—and make every financial decision from there.
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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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.
