👋 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? 📆 February 4th at 7pm to 9pm (Central US)
You’ve worked hard, built up a $5 million net worth, and your financial advisor tells you that you need $7 million to retire comfortably.
So, you keep working.
But what if I told you that someone with only $3 million just walked away from their job— permanently? They’re generating $140,000 a year in passive income, paying almost no taxes, and their wealth is actually growing faster than yours. What do they know that you don’t?
I’ve spent the last 10 years studying how ultra-wealthy families build and protect their wealth, and I’ve spent the last four and a half years running my own Micro Family Office. What I’ve learned is simple: retirement at this level isn’t about how much you save, it’s about how you architect your wealth.
In today's episode I’m going to show you the four systems you need to build, why traditional retirement advice doesn’t apply to you, and how you can set up your wealth to work for you, not the other way around. By the end of this video, you’ll see why some people retire with $3 million while others with $10 million are still stuck working.
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.
