Your Path to Financial Mastery
Wealth Management Made Simple and Transparent
Wealth is a Tool for Freedom
Aure (pronounced AW-ray) takes it's name from the Latin word for “gold,” reflecting our mission to create lasting value.
At Aure, we help California professionals simplify their finances and take control of their wealth. Whether you are managing concentrated stock positions from RSUs, building a business, or juggling multiple income sources, we believe wealth should serve your life, not complicate it.
Your money stays accessible - always. We don't lock up your assets or impose withdrawal restrictions. You maintain complete liquidity and control, so you can access your wealth when you need it and live on your own terms.
We blend modern technology and data-driven insights with human expertise, specifically designed for high-income earners in California's high-tax environment. By operating efficiently, we eliminate percentage-based fees and provide a straightforward flat-fee model - helping you keep more of your wealth as it grows.
I have spent my career at the intersection of tech and finance in the San Francisco Bay Area, and I know firsthand the financial complexities this region presents. High taxes, soaring real estate, and concentrated wealth in employer stock — it's a lot to manage.
After years working with leading Silicon Valley tech companies and top U.S. financial firms, I was managing a complex personal portfolio. I realized there was no truly integrated wealth and tax management solution for busy California professionals - one that could grow and protect wealth without lock-ups, percentage fees, or hidden agendas. A common frustration I heard from many. So, we created Aure.
Managing wealth through multiple bull and bear markets over two decades has reinforced what's essential : tax efficiency to preserve wealth, active management of concentrated positions, capital protection during volatility, and risk-adjusted portfolios — all while maintaining liquidity and access.
Our mission at Aure is simple : give you the tools and clarity to turn your wealth into the life you want — for yourself and your family.