👋 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 one session, you’ll:
Clarify your long-term vision
Define your next best investment move
Build the system that turns wealth into freedom
When? 📆 January 7th at 7pm to 9pm (Central US)
In 2012, 97% of one portfolio was tied to a single stock—a position that created incredible highs when the market was up and intense anxiety when it wasn’t. That level of concentration is a time bomb, and yet it’s exactly where many high earners find themselves after a liquidity event or years of accumulating company equity. Traditional advisors didn’t have answers beyond a generic 60/40 allocation and a “withdraw 4% in retirement” plan, none of which solved the real challenge: how to reduce concentration risk, generate income today, and still grow wealth over time.
Most investors are taught the drawdown model—accumulate during your working years, then start selling assets in retirement. But this structure exposes you to sequence-of-returns risk and forces you to hope the market cooperates. The Evergreen model replaces hope with intention by organizing assets into three categories with clear jobs: growth assets that appreciate over time, income assets that generate cash flow today, and preservation assets that protect against downside risk. It’s the difference between treating your portfolio like a grain silo that empties over time and an orchard that produces fruit indefinitely without cutting down the trees.
The turning point came from building an Investment Thesis—a strategic blueprint that defined goals, risk tolerance, allocation strategy, and return targets. Without this, most high earners wander from one idea to the next, reacting to market noise instead of executing a cohesive plan. After creating the thesis, a multi-year reallocation began, reducing concentrated equity positions and redeploying capital into a balanced structure aligned with the Evergreen model. The result was a portfolio with 47.5% in growth assets, 47.5% in income assets, and 5% in preservation, producing more than $200,000 per year in cash flow while still increasing in total value by over $2 million in just a few years.
This video breaks down exactly how that transformation happened, why the traditional financial system fails individuals with $1M to $30M, and how the Micro Family Office approach allows high earners to run their wealth like a business rather than a side project. It’s a scalable framework used by families at the highest levels—and it works just as effectively for those managing portfolios in the seven- and eight-figure range.
If you’re looking to reduce concentration risk, generate meaningful passive income, and build a portfolio that can support your lifestyle without selling off your future, this breakdown will show you the exact system that makes it possible.
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 one session, 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.
