Who I Work With
Wherever you live, families working toward their "I can't believe this is my life" moment.
Families Who've Built Something Real
My ideal clients are families who believe active management is critical -- whether you're a contractor running your own crew, a dual-income household, a business owner, a professional in healthcare or tech, or a family thinking about the next generation. I understand the challenges firsthand: complex tax situations, no multigenerational wealth playbook, and the need for someone who actually pays attention to your money.
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.
And here's the deeper reason I do this: I believe anyone who has made it owes a hand to the next person making it. Whatever your climb looks like, my job is to remove the money worry so you get to lean back one day and say, "I can't believe this is my life."
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 TalkWherever you call home
Fireweed Capital is a telewealth firm: the full planning relationship delivered over video and a secure portal, to families anywhere in the country. Whether you're navigating state tax planning, lake property and cabin decisions, equity compensation, a business sale, or splitting the year between two climates, you get a planner who knows your whole picture and is one video call away.
No branch office lottery, no handoffs. The same advisor, the same plan, no matter where life takes you.
How TeleWealth WorksReady to delegate your financial complexity?
Let's discuss your situation and see if we're a good fit.