You've already built the wealth. Now build the life it was supposed to buy
Financial, tax, and investment planning for very high-earning Veterans with MBAs
One guide. Two spouses. A lifelong relationship
You've built more success than most people dream of. Now it's time to keep more of it and get back the time it's been costing you
That's the whole reason Veteran Wealth Planning exists
Fiduciary Always
Fee-Only
No product sales. No commissions. No quotas
You're the one everyone's counting on to get this right
You have a top MBA. You've read Housel and Kahneman. You keep a spreadsheet, and most of the time it's right
That's the problem
You're competent enough to be dangerous to your family
And while you're winning on paper, you're still spending the years you can't buy back
You need a guide who will tell you the truth, walk your family through the tradeoffs, and take the mental weight off so you can enjoy what you've built
Someone sharp enough to keep pace with you, who has done this many times
In one place, always in plain English
Proactive Tax Planning
Forward looking and focused on how much you keep, across your whole family, every year, not just this year
Equity comp, Roth strategies, estate planning, focusing on the decisions that compound over a lifetime instead of shaving a few dollars off this quarter
Reviewing your tax return every year is just a first step
Investment Management
Investing takes both optimization and judgment
Your accounts are custodied at Altruist and run on institutional-grade trading technology, the same caliber of automation the leading robo-advisors are built on: model portfolios, daily tax-loss harvesting when it helps, direct indexing when it fits. Evidence-based and tax-efficient by design
But software only gets you halfway. A human planner makes sure all that horsepower serves your life and your plan, not just some arbitrary portfolio metric, and stays awake to the concentration risk hiding inside your equity comp
You get both halves, not the 50% a robo gives you
Insurance Optimization
The right coverage for your family
Sized to your real risks
Recommended by a guide with no commission waiting on the other side
Why fee-only matters
No products. No commissions. No one paid to point you anywhere
Veteran Wealth Planning is a fee-only, independent RIA, held to the fiduciary standard 100% of the time. Your interests come first, always, by law and by design
The firm has one source of revenue: a fee you can see
I've happily told clients to put money toward their own business, mortgage, or lifestyle instead of accounts I manage, because it was the right call for their family
Revenue be damned
More about how it works →
Is this a fit?
Veteran Wealth Planning is deliberately small, with a maximum of 40 client families, so every relationship gets full attention
VWP does its best work for families earning more than $750,000, or with roughly $2 million or more between your family's income and investable assets, where the complexity is real enough that good planning more than pays for itself
If you're not there yet, you probably don't need a planner like this
See who this is for →
If this sounds like your family, let's talk
Your first conversation costs 60 minutes on Zoom, with nothing for you to prepare
Together we'll figure out whether your situation lines up with what Veteran Wealth Planning does best
If it doesn't, you'll still leave with clear guidance on the highest impact actions your family can take
