Your Net Worth Is Lying to You
Here’s why you still feel stuck—and the operating system that sets you free.
👋 Managing Tech Millions 📈 your go-to source for transitioning from money maker to money manager.
Every Tuesday, we'll deliver a concise and powerful lesson on growing and managing your seven and eight-figure portfolio as a legacy asset.
Our mission is to demystify equity compensation, investment strategies, and financial independence for tech professionals from those who are doing it themselves.
Are You Asking Yourself These Questions?
🔥 You worked your @ss off to build wealth.
You grinded through FAANG. You took equity in startups. Maybe you even cashed out in a life-changing IPO.
Now you’re sitting on $1M–$30M in net worth.
On paper? You’re rich.
But deep down? You’re not free—and you know it.
So Let Me Ask You This…
Do you have seven figures in stock but no real plan for what to do with them?
Are you still tracking your financial life on spreadsheets and vibes?
Do you fear your wealth will slowly disappear if you stop earning $500K+ a year?
Do you worry that your success is temporary—and you’re one market cycle away from starting over?
You’re not crazy. You’re not behind.
You’re just operating in a system that was never built for you.
The truth is, you were never given a playbook to turn high income into permanent wealth.
The system was designed to keep you earning, not truly free.
Where Most Tech Professionals Get Stuck
Here’s what I’ve seen over and over again:
High performers, brilliant minds, tech execs who absolutely crushed it in their careers…
They build wealth through equity, acquisitions, and IPOs.
They stack paper like pros.
But when it comes to managing that wealth? They hit a wall.
Because the tools, advice, and strategies available are either:
Built for people trying to retire on $40K/year (hello FIRE), or
Pushed by financial advisors who earn more from your portfolio than you do
Your problem isn’t money. It’s architecture.
You built your wealth like an engineer. But you're managing it like a rookie.
And that’s not your fault.
You didn’t grow up with a family office.
You didn’t learn this in school.
You’ve been flying blind in a world that only hands out real advice to people with $30M+ and an army of experts.
Go Deeper into the Challenges of those managing $1M - $30M Net Worth 👇🏻
What If You Treated Your Portfolio Like a Business?
Let’s flip the script.
What if you stopped treating your portfolio like a side hustle—and started running it like a stealth startup?
I did.
After my own IPO in 2012, I had a multi-7-figure payday… and no idea what to do next.
I didn’t want to hand it off to a traditional wealth advisor.
I didn’t trust the FIRE movement to set me free.
And I knew there had to be a better way.
So I spent the next 12 years figuring it out—studying how ultra-high-net-worth families, operators, and investors actually manage their money.
What I discovered became a system.
A way to stop guessing.
A way to think like a Portfolio CEO.
A way to build a self-sustaining capital engine that produces income—even if you never work another day in your life.
That System is Called WealthOps
That’s why I created WealthOps—to help high-income tech employees deploy capital like operators.
With core framework Architct, Build & Run, you’ll finally get what you’ve been missing:
A clear portfolio strategy aligned to your legacy
A business structure that makes your wealth durable and scalable
A cadence to operate and optimize your portfolio with intention
A team (not just advisors) to help you execute
And the confidence to know you’re not winging it anymore
Welcome to WealthOps—the first financial system built for tech employees.
It’s not just education.
It’s not just strategy.
It’s an operating system.
Here is my podcast overview of WealthOps - Go Deeper 👇🏻
And That’s Only Half of It…
The second piece is The WealthOps Collective—a network of high-performing tech professionals implementing the system together.
Inside, you’ll:
Get real-time guidance as I manage my own 7-figure portfolio with full transparency
Manage your portfolio alongside others doing the same
Share tools, strategies, and wins in a curated group of Portfolio CEOs
You don’t have to do this alone.
But you do have to take control.
The Golden Handcuff Machine wants to keep you in your seat, vesting RSUs, and afraid to quit.
It’s time to break free.
Ready to Take Back Control?
This newsletter, and everything inside the WealthOps ecosystem, is designed to help you break the cycle of paycheck dependency and turn your net worth into a wealth engine that pays you forever.
📌 Join my next master class and turn your salary into a system that gives you freedom, leverage, and legacy.
🌍 April Sessions Are Loading...
We’re planning our April WealthOps sessions now for US, APAC, and EMEA—and spots always fill fast.
If you want in, now’s the time.
Just hit reply to this email or message me on Substack to lock in your spot.
Let’s build your portfolio like a business. 🔥.
Next week: [The Origin of WealthOps]
→ My story, the turning point, and how this whole system was built.
Managing Tech Millions is a Weekly Podcast that explores the process of building wealth through Tech Equity and managing the money that comes with it.
🎧 New Episode Drop: A Fresh Look at Industrial Real Estate
I’m diving into a new asset class for 2025—and taking you with me. In this episode, I sit down with Ben Fraser of Aspen Funds to explore the ins and outs of Commercial Real Estate, specifically Industrial—why it’s compelling, how it works, and why it’s on my shortlist for upcoming investments.
💼 This isn’t just theory.
This is how I actually start learning about an asset class before I deploy capital. If you want to see how I approach new investment opportunities like a Portfolio CEO, this episode is your backstage pass.
👉 [Listen now] and learn alongside me.
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