👋 Managing Tech Millions by WealthOps 📈 your go-to source to learn how to architect, build, and run your own Micro Family Office.
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? 📆 Wednesday, May 27th at 8pm ET / 5pm PT
SpaceX is about to mint 160 new millionaires — and most of them will get this wrong
You think the big decisions come after the money hits. You’re wrong — and that misunderstanding is what costs first-generation wealth builders the most.
A tweet stopped me cold this week. Roughly 160 people in Austin are about to clear $100 million from the upcoming SpaceX IPO. Twelve will clear a billion. I cleared $3 million on my first IPO. I made almost every mistake a first-gen wealth builder can make — and most of these SpaceX employees are about to make them too.
Here’s what nobody tells you: the highest-leverage moves happen before the stock even prices. The first call most people make is the wrong one. The lockout window most people sleep through is the most important planning period of their financial life.
I walk through 7 decisions you need to make if you’re staring down an IPO, a business sale, an inheritance, or any sudden wealth event.
There’s also one question underneath all seven. If you can’t answer it, none of the rest works.
Let’s keep building.
This is education, not advice. Let’s keep building.
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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.
