How I Designed a Life I Don’t Need a Vacation From
If your wealth doesn’t serve your life, what’s the point?
👋 Managing Tech Millions 📈 your go-to source for building wealth with tech equity and managing the money that comes with it.
Every Tuesday, we'll deliver a concise and powerful lesson on building wealth working for equity compensation or on managing your seven and eight-figure portfolio.
Today, in 5 minutes or less, you’ll learn:
💼 Why treating your portfolio like a business changes everything
🎯 How to align wealth with your life—not the other way around
🧭 The shift from income-driven hustle to purpose-driven living
Hey Portfolio CEOs,
Welcome to the Origin Story
Every tech pro dreams of the big win.
The title. The equity. The IPO.
The moment when years of hard work finally pay off and you're set for life.
But what happens when you get there... and it still doesn’t feel right?
That’s where my story begins.
This edition of Managing Tech Millions isn’t just about building wealth. It’s about what comes after. What comes next?
If you’ve ever looked at your balance sheet and wondered why it doesn’t feel like freedom, this is for you.
Because this isn’t a retirement story.
It’s a lifestyle design story.
It’s the real journey from success... to significance.
Let me take you back to the moment it all changed.
Managing Tech Millions is a Weekly Podcast that gives you deep dive conversations into building and growing wealth with myself and other industry experts.
In this week’s episode I’ll show you how to redefine success on your own terms—and start building a life you don’t need a vacation from.
The Illusion of Success: Why titles and salaries don’t guarantee fulfillment
The Breaking Point: A personal story of burnout at the top
Redefining the Game: How to align your calendar with your values
Mindset Shifts That Matter: Small changes that lead to big breakthroughs
A Sustainable Life: How to build freedom, presence, and purpose into your everyday
From Corner Office to Wake-Up Call
In 2016, I had everything I thought I wanted.
CIO title. Midtown Manhattan address. IPO dreams. My name on the door and millions in equity in the pipeline. And yet, I felt like I was drowning.
I still remember the fifth night in a row I called home to tell my wife I wouldn’t make it to dinner—or bedtime with our three sons. I was exhausted, disconnected, and hollowed out by success.
That was my wake-up call.
Everyone celebrates the IPO. The Promotion. The Money. The "we made it" feeling. On paper, I was rich. In reality, I was depleted.
Feeling unhappy with my “wins”, I realized that my wealth was not doing anything for me.
“If all this wealth that I was building, was not making my life better and providing for me, then what is the point? ”
My wealth had no direction or purpose.
And I knew that had to change.
Climbing the Second Mountain
Here’s what no one tells you: making money is just the first mountain.
Managing wealth?
That’s the second mountain—and it’s steeper, lonelier, and requires a completely different mindset.
After reaching the pinnacle of my career, I realized my wealth wasn’t working for me. I was still working for it. I needed a new system. A new network. A new mission.
So I built one.
From Moneymaker to Money Manager
I started treating my portfolio like a business—something the ultra-wealthy have done for generations. I built a Micro Family Office, powered by WealthOps, to run my wealth with strategy, structure, and systems.
I became the CEO of my portfolio.
That one shift gave me the freedom to do something radical: design my life around my wealth—not the other way around.
Now? I work on projects I love. I pick my kids up from school. I make decisions from a place of purpose, not pressure.
This Isn’t About Retirement
I didn’t want to quit working. I wanted to stop hustling for things I already earned.
If you’ve hit your own IPO moment, acquisition, or liquidity event—and felt that unexpected pit in your stomach afterward—you’re not alone.
You’re not crazy.
You’re just staring at the second mountain.
And here’s the truth:
You can grow your wealth and live off it at the same time.
You can design a life that you don’t need a vacation from.
But you need a system—and a squad—to climb it.
This is your invitation.
To stop winging it.
To stop relying on advisors who don’t understand your journey.
To start running your wealth like the strategic business it is.
If you're ready to begin the transition from income to independence, the next step is simple:
Let’s build the life you actually want—on your terms.
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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And whenever you are ready, there three ways I can help you:
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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.