Your Journey is the right one

The Grounded Way to Wealth

The Four Paths to Wealth: A Guide to Financial Growth, Innovation, and Contentment

Building Wealth Through Steady Income, Saving, and Investing

The Compounded Path is for those who believe in the power of slow, steady growth. By focusing on saving, investing, and making disciplined financial decisions, you’ll steadily build wealth over time. This path is about patience, consistency, and long-term security.

Ready to let time and smart financial choices work in your favor? Discover how small, consistent actions can lead to lasting wealth.

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Boosting Wealth by Stacking Income and Assets

The Accelerated Path is designed for individuals looking to speed up their financial growth. Through side hustles, strategic investments, and leveraging opportunities like stock options or real estate, this path helps you stack additional income and assets for faster results.

Looking to grow your wealth faster? Explore strategies to boost your income and investments on the Accelerated Path.

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Creating Wealth by Innovating New Income and Asset Sources

The Multiplied Path is for the innovators and entrepreneurs. By creating new income streams and assets through businesses, ventures, or high-risk investments, you can multiply your wealth and achieve exponential growth. This path is about embracing creativity and taking calculated risks.

Ready to turn your ideas into wealth? Learn how innovation and entrepreneurship can multiply your financial success.

Achieving True Wealth Through Contentment

The Fulfilled Path redefines wealth by focusing on contentment and satisfaction. It’s about realizing that true wealth isn’t just about having more—it’s about appreciating what you already have. This path emphasizes mindful living, gratitude, and balance between financial ambition and personal fulfillment. The best part, is that its accessible to everyone, a path we should all follow regardless of assets or income.

What if true wealth is already within your reach? Discover the Fulfilled Path, where contentment and financial well-being come together.

One Financial Life™

We streamline your financial management to be as seamless and stress-free as possible. With fewer headaches, logins, statements, and service providers, you can focus on living your ideal financial life.

Personal Financial Practice™

Your Personal Financial Practice™ (PFP) isn’t just about managing money—it’s about creating value in every aspect of your life. We focus on maximizing your Life Capital, the most precious resource you have: your time, energy, and well-being.

One Wealth System

Whether you're at home at your work computer, on the couch on your iPad, or the ski lift on your phone, your OWS is there for whatever you're doing and wherever you are. You don't need more advice, you need a better system.

One Fee, Endless possibilities

We simplify your financial life, giving you back the clarity and focus to reclaim your life force. Our goal is to empower you to live life wisely, grounded in what truly matters.


Our Modern Approach to Wealth Management

How we Reimagined, Redesigned, and Rebuilt the wealth management industry, all for you.  By all of us.

01.

True Wealth Practice

Your Personal Financial Practice™ (PFP) isn’t just about managing money—it’s about creating value in every aspect of your life. We focus on maximizing your Life Capital™, the most precious resource you have: your time, energy, and well-being.

02.

Cashflow Planning

Our Fund It Method is our proprietary cashflow process for making sure you funding the most important areas in your life.

03.

Investment Solutions

Align your assets, investments with your goals, priorities and values.  Whether you need Growth, Income, ESG, we have the solutions to your needs, goals, and values.

04.

Tax Planning & Prep

Taxes is an area most people find confusing, complex, and time consuming.  We take away the headache by handling all your tax needs. Say adios to "go speak/check with your CPA". That's us!

05.

Insurance Solutions

Life is inherently risky, and while we can't plan for every outcome, we can intelligently manage our risk to help mitigate known and unknown risk's that could derail the best laid plans.

06.

Estate Strategies

It's said nothing is certain but death and taxes.  Well we've got your taxes covered, let us help you ensure you have the right estate plan in place.  We all want to have a easy, tax efficient estate plan that also honor's our wishes and values.  we've got you covered!

Our case studies

Service and Fee Structure:
That's Transparent and Tailored

our Member pricing is customized to you, not your assets.  refreshing? We think so, because you deserve better, so we made it better.

Financial Planning

Starts at:

$149/month

  • Plan, System and Strategies
  • One Financial Life Practice
  • Covers your 5 essential practice areas
  • Tax Planning & Estate Planning
  • Human Centered Fiduciary Advice and Systems
  • Automated Model Management
  • .59% AUM Fee
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Wealth Management

Starts at:

$499/month

  • Everything in Planning
  • Advanced Strategies access
  • Tax Prep and Estate Creation Included
  • 360 Tax Optimizer
  • Custom Model Management
  • Access to our Preferred Provider Network
  • Access to our Preferred Provider Network
  • .39% AUM Fee
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The Old Way (O.G.)

Starts at:

.95% AUM

  • The Legacy AUM Model
  • Starts @ .95% AUM Fee
  • Basic Financial Planning
  • Retirement Income Modeling
  • 1-2 Meetings  a Year
  • Not our Favorite
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