Clarity. Confidence. Progress.
You've worked hard to get where you are. I help driven people get their money organized and working as hard as they do, through better structure, better strategy, and better behavior.
A short, no-pressure conversation to see if we're a good fit.
- AIF®
- Series 65
- Fiduciary
- Sacramento, CA
Doing well isn't the same as being organized.
Most of the people I work with are good at what they do. Their income has grown, their accounts have multiplied, and somewhere along the way their money stopped having a plan. An old 401(k) from two jobs ago. Cash sitting idle because the timing never felt right. A portfolio nobody has looked at closely in years.
None of that is a knowledge problem. It's a time and attention problem. And it quietly costs more the longer it sits.
Three things, done well.
Clarity
Every account, what it's for, and how it all fits together. You see the whole picture in one place, instead of pieces scattered across old jobs and apps.
Confidence
A tailored, systematic investment approach built around your goals and risk tolerance, monitored and rebalanced on purpose. Not a set-it-and-forget-it portfolio.
Progress
A steady voice when the market gets loud. The biggest risk to most portfolios is one emotional decision at the wrong time. My job is to help you avoid it.
What working together looks like
A real relationship
You work with me directly, not a call center. You're a person with goals, not a data point on a spreadsheet.
Tailored, not templated
Your strategy starts with what you want your money to do, your timeline, and your comfort with risk. Your portfolio gets built and adjusted around that.
A fiduciary standard
I'm legally required to act in your best interest, and I don't earn commissions on the investments I recommend.
Ongoing, not one-and-done
Your portfolio is monitored and rebalanced as markets move and as your life changes. Not a 60-page report and a handshake.
Behavior first
I spend as much time on the decisions around your money as on the money itself. That's where most of the difference is made.
Your whole team, working together
I'll work alongside your CPA, estate attorney, and anyone else you already trust. If there's a gap, you get access to the vetted professionals I trust most.* One team, pulling in the same direction for you.
*I'm also a licensed insurance agent. If you need life insurance, whether I help you directly or refer you to my trusted partner, I may receive a commission or a share of one. You're never obligated to buy insurance through me or anyone I recommend.
Four steps, start to finish
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Intro call
We get to know each other. You tell me where you are and where you want to go, and we both decide if this is a fit.
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Get clear
We map out everything you have today and define what you actually want your money to do.
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Build the plan
I design a strategy tailored to your goals. Once we sign an advisory agreement, I put it in place.
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Stay on track
Ongoing management, rebalancing, and regular check-ins, plus someone to call when the headlines get scary.
Is this for you?
This is for you if
- You're doing well financially, but your money feels scattered
- You'd rather hand off the day-to-day than manage it yourself
- You want a real relationship with the person managing your money
- You're thinking in years and decades, not weeks
It's not for you if
- You're looking for hot stock tips or a get-rich-quick plan
- You want to actively trade on your own
- You want a one-time plan and never talk again
- You're happy doing it yourself with index funds. That's a great option, and my free guides are for you.
The honest answers
What happens on the intro call?
We talk about where you are, what you want, and what's been getting in the way. If it sounds like I can help, I'll explain how I'd work with you. If not, I'll tell you that too.
How are you paid?
My investment management fee is a percentage of the assets I manage for you. The full fee schedule is in StratiCo's Form ADV, and we'll walk through it before you sign anything.
Is there a minimum?
Not necessarily. If we build a plan together and you stick with it, that matters more to me than where you're starting. I love helping people get started. Some strategies do require a minimum investment, and if one of those fits you, I'll be upfront about it.
Do I need to live in Sacramento?
No. I work with clients virtually. Advisory services are offered only in states where StratiCo is properly registered or exempt from registration.
Do you give tax advice?
No. I focus on investment management and don't give tax or legal advice. That said, taxes are part of how I manage your money. I pay attention to capital gains before buying or selling, look for tax-loss harvesting opportunities where they make sense, and when a decision has meaningful tax consequences, I'll talk it through with you and your CPA first.
What if I already have an advisor?
That's fine. Plenty of people come to me wanting a second look or a different kind of relationship. The intro call is a good place to talk it through.