Annual Portfolio CEO Review Framework

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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 one session, you’ll:

* Clarify your long-term vision

* Define your next best investment move

* Build the system that turns wealth into freedom

When? 📆 January 7th at 7pm to 9pm (Central US)

Managing an eight-figure portfolio isn’t about chasing the highest returns — it’s about making deliberate, CEO-level decisions that reduce risk, increase liquidity, and ensure your wealth can compound through every market cycle. In this episode, the focus is on the biggest changes being made to an $8M portfolio heading into 2026, including which investments are being exited, where capital is being redeployed, and the annual decision-making framework that drives those moves with clarity and confidence.

For many high earners, early success comes with mistakes: overconcentration in company stock, chasing hot deals, reacting emotionally to market noise, and operating without real systems. The shift happens when wealth stops being treated like a side project and starts being run like a business. That’s where the Annual Portfolio CEO Review comes in — a structured process that looks at three critical areas every year: portfolio strategy, operational efficiency, and succession planning. Every decision flows through a clearly defined Investment Thesis, acting as a north star for what the portfolio is optimizing for and how success is measured.

Looking ahead to 2026, the priorities are clear: reduce risk, increase liquidity, and diversify income streams. That means closing out underperforming private investments where cash flow is unpredictable or capital is trapped, doubling down on proven private-market operators who consistently hit distribution targets, and increasing exposure to public-market income strategies like covered call ETFs and dividend-focused investments. The goal isn’t aggressive growth — it’s building a resilient portfolio that compounds steadily while remaining flexible and liquid.

Operational simplicity is another major focus. Over time, complexity quietly builds as accounts multiply and tools pile up, pulling attention away from actual investing. The 2026 plan includes consolidating brokerage platforms, auditing every tool and subscription, and eliminating anything that doesn’t earn its place. Just like refactoring code, the objective is the same functionality with cleaner architecture — less friction, more focus.

Succession planning rounds out the framework, an area most people delay until it’s too late. This includes actively involving family members through charitable decision-making, hands-on investment education, and structured family governance meetings. The goal isn’t to turn the next generation into portfolio managers, but to ensure they understand that wealth is a responsibility, not just an inheritance.

The biggest lessons moving into 2026 are simple: priorities evolve as life evolves, simplicity beats complexity, and family involvement compounds just like capital. Anyone managing between $1M and $30M can apply this same three-part review by asking three questions: where to divest and invest, what to simplify operationally, and how to future-proof the portfolio for the next generation. If you want to enter the new year with a clear strategy instead of reactive decisions, this episode lays out the exact framework to do 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 one session, 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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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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