👋 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 21st at 7pm to 9pm (Central US)
How can an 8% return outperform a 12% return over time?
The answer has nothing to do with taking more risk, and everything to do with what you actually keep.
In this episode, I break down the concept of Structured Alpha—a framework used by ultra-wealthy families to measure after-tax performance instead of headline returns. Most investors obsess over gross returns, but taxes quietly erode 2–4% of their portfolio every year. Over decades, that can mean millions lost to inefficiency.
You’ll learn why gross returns are misleading, how income type matters more than yield, and how combining income architecture with tax optimization can dramatically increase long-term wealth—without increasing market risk.
We’ll walk through real examples across different portfolio sizes and show how investors with $1M–$30M can systematically keep more of what they earn, letting compounding do the heavy lifting.
If you’re serious about building wealth like a business—and not leaving money on the table—this episode will change how you evaluate returns forever.
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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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.
