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. Whether you are managing concentrated stock positions, building a business, or juggling multiple income sources, we believe wealth should serve your life, not complicate it.
Your money stays accessible, Always. With over two decades of investment experience across multiple bull and bear cycles, we have seen the importance of tax efficiency, active management of concentrated positions, capital protection during volatility, and maintaining liquidity through risk-adjusted portfolios.
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 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. I also received a lot of bad advice from financial salespeople promoting proprietary, illiquid products that served their interests more than mine. A common frustration I heard from many. Without control of your finances, stress and uncertainty can build quickly.
So, we created Aure.
Our mission at Aure is to make complex wealth management simple, transparent, and accessible for California professionals. We give you the tools and clarity to turn your wealth into the life you want, for yourself and your family.