Services

Our Process

Flywheel

Flywheel

Our “flywheel” approach, combining the Wealth Codex, Chief Wealth Officer, and Quarterly Cadence, creates a powerful synergy that propels entrepreneurs towards untouchable wealth. As this flywheel gains momentum, it creates a self-reinforcing cycle of wealth creation and protection

Review Entity Structure

By conducting a thorough analysis of your current entity setup, we uncover hidden opportunities for tax savings, asset protection, and improved operational efficiency. Our entity review isn’t just about paperwork—it’s about strategically positioning your business for maximum financial success and security.

Tax Savings

Tax Savings

Unlike traditional approaches that focus solely on compliance, we take a proactive stance, leveraging advanced tax code knowledge to identify opportunities most CPAs overlook. By implementing our comprehensive tax strategy, clients often see immediate savings of five to six figures annually.

Investing

Our strategy focuses on investments that provide passive income streams, allowing you to diversify your wealth beyond your business without diluting your focus. We emphasize opportunities with asymmetric risk-reward profiles, giving you access to exclusive deals typically reserved for institutional investors.

Interviews With Brad

Chief Wealth Officer
Chief Wealth Officer

Chief Wealth Officer

Done For You Service

This is our highest level program for entrepreneurs who want the most hands-free solution.

Who this is for:

  • $5+M in revenue, you have a leadership team, $200k→$1M in profits, multiple core products and possibly multiple businesses.
  • You want to move faster, be able to make consistent decisions.
  • You lack the ability to deploy capital, lack of coordination of financial team.
  • You are sick of rotating through team members, you don’t want to hear “no you can’t do that”, you are stacking profits and are feeling the pain of inefficiency.
Untouchable 
Wealth Mastermind

Untouchable 
Wealth Mastermind

Done For You Service

This is our second highest level program for entrepreneurs who want a hands-on solution with lots of the heavy lifting done for them.

Who this is for:

  • $1M in revenue, a management team, $50k→$200k in profits, you have a proven product you are working to scale.
  • Organization, confidence and certainty, security.
  • You have experienced a surprise tax bill and/or are frustrated with making revenue but not keeping profits.
Untouchable 
Wealth Mastermind
1 Day MBA
1 Day MBA

1 Day MBA

Done With You Event

This is our virtual event for those who want to get in, learn the concepts, & implement on their own as fast as possible.

Who this is for:

  • $1M in revenue, a management team, $50k→$200k in profits, you have a proven product you are working to scale.
  • Organization, confidence and certainty, security.
  • You have experienced a surprise tax bill and/or are frustrated with making revenue but not keeping profits.
Free Wealth Codex Masterclass

Free Wealth Codex Masterclass

For Those Who Want 
To Learn More

Learn the foundations of creating untouchable wealth as a business owner in this free 3-part masterclass.

Who this is for:

  • $300k in revenue, an execution team (or solo), >$50k in profits.
  • Your business is not paying you enough, you are in scarcity, you have not stabilized you business.
  • You have not experienced the gut punch of a tax bill or not taking home revenue, you are disorganized externally but internally organized and focused.
Free Wealth Codex Masterclass