Built for High Earners
Optimize your taxes, grow your wealth, and reduce concentrated stock exposure with sophisticated financial strategies
Advanced Tax-smart investing for high income W-2 professionals
Personalized Investment Management
Investment planning and management tailored to your financial objectives, time horizon, risk tolerance, and liquidity needs
Tax Optimization
Comprehensive tax planning, preparation, and filing designed to minimize your tax liability and maximize your savings
Diversification and Covered Calls
Turn stock concentration into income. Covered call strategies that aim to diversify your concentrated stock positions while also generating income
Why High Earners love Aure
Integrated Investment and Tax Management
Tax-Aware active portfolio management that adapts to market conditions and minimizes tax drag. Competitive and CA tax-exempt yields on cash equivalents.
Fidiciury duty with a fixed flat fee
One fee. No commissions. No percentages. No rising cost as your portfolio grows. As a fidicury, we are legally and ethically obligated to act in the best interests of our clients at all times.
Diversification for highly appreciated stocks
Customized covered call strategies designed to diversify concentrated stock positions and generate income. You stay in control of your stocks and earn dividends without any lockup.