OPTIMIZING WEALTH
FOR HIGH IMPACT PEOPLE

Investing Smart Money

Seven Questions For High Impact People 

Depositphotos_73899481_xl-2015.jpg

Personalized Portfolios

Public and Private Market Opportunities.

lined-background_edited_edited.png
Public Investments

Active tax-loss harvesting strategy

Analyst monitoring the public sector

Disciplined & active investment advisors

Diversified holdings to reduce expected risk

Private Investments

Private team to analyze private deals

Access to venture capital markets

Access to different funds 

Access to private deal flow

Alternative Investments

Allocation depending on risk tolerance

Access to cryptocurrency experts

Access to real estate funds 

A couple at a business meeting

Tailored Investment Opportunities

Public Markets

Venture Capital

Tax-Efficient Investments

Private Markets

Real Estate

Cryptocurrency

Subscribe to Weekly Market Updates

Thank You!

Investments made for:

Founders

Looking to liquidate

Owners

Looking to preserve wealth for generations

Executives

Looking to grow wealth through private deals

quotation-mark (1).png

Most of us have things that keep us up at night. We try to ignore the monsters under our bed but know they are there.

 

By helping people navigate complex, multi-faceted wealth management issues I identify and address those monsters and bring peace to people's lives. It's why I love what I do.

IMG_8948_edited_edited.jpg
Chris Bean CPA | Advisor & Managing Partner

Investing Smart Money