Simplify and Elevate.
Wealth and Tax Management
for California Professionals.
Grow and protect your wealth with California tax-optimized strategies.
Transparent • Flat Fee • Zero Lockups.
Your Wealth. Your Rules. Our Unwavering Transparency.
Grow
Customized portfolio management, meticulously aligned with your financial objectives, time horizon, risk tolerance, and liquidity needs. You hold every investment directly, providing transparency, flexibility, and tax efficiency.
Preserve
Proactive tax strategies that aim to improve your after-tax returns, including optimized retirement contributions, tax-smart management of cash reserves, opportunistic tax-loss harvesting, and strategic use of tax deductions.
Protect
Robust risk-management strategies that aim to shield your wealth from market volatility, including strategic asset allocation, disciplined rebalancing, and targeted approaches such as option overlay to help manage single-stock concentration.
Are You Ready to Simplify Your Financial Future?
The Entrepreneur
You are a founder, sole proprietor, or earn most of your income through 1099s / rental real estate / K-1s. With multiple financial priorities to juggle, you need guidance on investing business capital, Solo 401(k) planning, tax strategy, filing taxes, and optimizing cash flow. You want your hard-earned wealth to work as efficiently as your business, with strategies tailored to the unique challenges of entrepreneurship.
The W-2 Professional
You earn high W-2 income with equity compensation in California and navigate complex financial decisions. You prioritize diversified investments, liquidity, tax efficiency, and smart cash management. You are looking for sophisticated yet flexible strategies to grow and diversify your wealth, without lockup restrictions, so you can maximize your income while building long-term wealth that supports your lifestyle goals.
then, trust Aure as your financial architect.
Fiduciary Advisors You Can Unquestionably Trust.
We are legally bound to act in your best interests, Always.
No AUM percentage fees. No hidden charges. No commissions. Just transparent, unbiased guidance.