Who I Work With
Families who've built something worth protecting.
Families in Tech
My ideal clients are families in tech who believe active management is critical. Whether you're a dual-income engineering household, a founder post-exit, or a tech leader thinking about the next generation, I understand the challenges firsthand—concentrated equity, complex tax situations, and no multigenerational wealth playbook.
You share my philosophy: guard what you've built first, then compound it.
You've worked hard to build what you have. Now you need someone who can help you protect it, grow it, and make it work for the life you want to live, and pass on to the next generation.
Ideal client traits
I work best with clients who share these characteristics:
You delegate
You'd rather focus on your career and family than worrying about portfolio rebalancing. You seek out experts and trust their advice. You value having "your person" for important decisions—whether legal, medical, or financial.
Abundance mindset
You approach challenges with optimism. You believe there's enough success and wealth to go around. Even if you're still building, you're confident that hard work and smart planning will get you where you want to be.
Long-term vision
You think in decades, not quarters. You understand that real wealth is built over time. You can invest for the future while still meeting today's needs because you have patience and perspective.
Does this sound like you?
Let's TalkRooted in Minnesota
Fireweed Capital is headquartered on the Iron Range in northern Minnesota. While I work with tech families nationwide, I have a special focus on Minnesota families navigating the unique financial landscape here—state tax planning, lake property and cabin decisions, farm and land succession, and snowbird strategies for those splitting time between Minnesota and warmer climates.
Whether you're in the Twin Cities, on the Range, or anywhere in between, you get an advisor who understands Minnesota from the inside.
Read Minnesota InsightsReady to delegate your financial complexity?
Let's discuss your situation and see if we're a good fit.