I realized that my business won’t last forever, but my money can. Working with Brad has been so refreshing to be able to double down on my business and make money knowing I have places to keep my money that ensure my family and I are set for life.
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
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.
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.
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.
This is our highest level program for entrepreneurs who want the most hands-free solution.
This is our second highest level program for entrepreneurs who want a hands-on solution with lots of the heavy lifting done for them.
This is our virtual event for those who want to get in, learn the concepts, & implement on their own as fast as possible.
Learn the foundations of creating untouchable wealth as a business owner in this free 3-part masterclass.
I realized that my business won’t last forever, but my money can. Working with Brad has been so refreshing to be able to double down on my business and make money knowing I have places to keep my money that ensure my family and I are set for life.
I now see the world of money through an entirely different lens. It all slowed down and is simple now.
I had a huge breakthrough… I’ve made a lot of money, it’s like in poker I’ve had the best hand you could possibly have, I should be so well off but I’m not. After working with Brad I realized that real wealth starts with building a foundation, not just making money.
I finally feel in control of my money. I have security for the first time. It has been life changing and I recommend everyone I know to work with Brad.
Apart from being able to make money, I didn’t know how to make it grow passively for me. I realized that I was putting my money in all the wrong places and it was causing a drag on my business. Now I know how to make money, keep it, and stay in control.
I’ve never felt more empowered with my money.