Phase One — Architect: Define Legacy and Thesis

👋 Managing Tech Millions 📈 your go-to source for building wealth with tech equity and managing the money that comes with it.

Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.

You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows.

👉 In just two sessions, you’ll:

* Clarify your long-term vision

* Define your next best investment move

* Build the system that turns wealth into freedom

When? 📆 October 22nd and 23rd at 7pm to 9pm (Central US)

In 2012, I watched my net worth jump by $3 million in just minutes after my company went public. I should’ve been celebrating—but instead, I was overwhelmed. What was I supposed to do with this money? I assumed the experts at Morgan Stanley would help me figure it out. But the advice they gave me was the same cookie-cutter portfolio they hand to someone with $100K in a 401K. That’s when I realized something was seriously broken.

This week I’m going to walk you through the exact 3-phase blueprint I used to escape the Financial Dead Zone and scale my portfolio to over $8 million—while generating over $200,000 a year in passive income and covering all my family’s living expenses.

This isn’t about risky bets or timing the market. It’s about taking the systems and strategies of the ultra-wealthy and scaling them down to fit your level of assets.

Here’s what we’ll cover:

* Why traditional advisors can’t help you scale from $1M to $10M+

* The real cost of staying in the Financial Dead Zone

* The 3 phases of building your own Micro Family Office: Architect, Build, Run

* How to create a custom Investment Thesis aligned with your goals

* Why proper infrastructure and a fractional expert team changes everything

* How to implement systems and processes that treat your wealth like a business

I’ll also show you how this system made my life simpler, not more complicated—removing the stress and emotion from money decisions, and replacing it with clarity, control, and predictable growth.

Whether you’re aiming for financial freedom, generational transfer, or lifestyle flexibility—this is the strategy that works.

Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.

You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows.

👉 In just two sessions, you’ll:

* Clarify your long-term vision

* Define your next best investment move

* Build the system that turns wealth into freedom

Spots are limited—and the clarity you’ll gain? Game-changing.

Let’s build your portfolio like it’s your next great company.

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And whenever you are ready, there three ways I can help you:

* Start up-leveling your knowledge - 🎧️ Follow our Podcast

* Get our detailed How To Videos- 📺️ Subscribe to our Channel

* Accelerate your actions, attend a Master Class (its Free) 🧠 The WealthOps Way

Disclaimer: This newsletter is for informational purposes only and does not constitute financial or career advice. Always consult with qualified professionals before making any decisions based on the information provided.

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