We work with individuals and families who have built meaningful wealth and want a trusted partner — one who listens first, plans holistically, and navigates risk intelligently at every stage of life.
Our mission is to help you optimize your experiences in life. We accomplish this by building an enduring partnership with you — working together to preserve and grow your financial security while focusing on what is most important to you.
This takes time, attention, and care. You are not just a statistic with our firm. You are our partner.
Our holistic approach aims to hone your financial positioning, identify and manage risks, and work with you to build your legacy. We've earned our reputation as a trusted confidant to individuals and families, leveraging our investment and wealth planning knowledge to help clients meet their goals, now and in the future.
Career progression, equity compensation, option exercise planning, preparing for a growing family, and building the financial foundation that will carry you forward.
Sale of your business, QSBS ramifications, concentrated positions, liquidity events, and navigating the complex tax and estate implications of a material wealth event.
Sequencing income sources, managing sequence-of-returns risk, repositioning portfolios for lower volatility, and defining what retirement actually looks like for you.
Distribution management, healthcare planning, longevity risk, required minimum distributions, and ensuring your wealth serves the life you want to live.
Trust structures, charitable vehicles, wealth transfer strategies, estate appraisals, family governance, and building the legacy you want to leave behind.
Having the precise skill set internally to meet all your eventual needs is an impossible task. We have cultivated an expanding network of outside professionals that bring expertise to any need.
Regime-based, risk-intelligent portfolios built on the ARM model. Designed to grow in favorable markets and defend in volatile ones.
Goal-based roadmaps that evolve with your life — reviewed and refined together at every stage to keep you on course.
Coordination with your CPA — tax-loss harvesting, charitable giving structures, Roth conversions, and proactive tax positioning.
Trust structures, beneficiary reviews, and coordination with estate attorneys to ensure your wealth transfers according to your wishes.
Objective evaluation of private equity, real estate, hedge funds, and other alternative opportunities — with no product sales agenda.
Insurance analysis, liability coverage review, and defensive structuring to protect what you've built against unforeseen risks.
Our focus is on risk-intelligent investing across all your investments. Recognized as an innovator in regime-based investing, Auour strives to take the emotion out of investing by navigating the changing risk landscape.
Through our rigorous and proprietary approach, we look to provide added stability to your liquid investments in advance of periods of heightened market fear and to take advantage of growth opportunities as they present themselves.
Learn about our approach →Oversees investment strategy and client relationships with decades of institutional portfolio management experience across both bull and bear market cycles.
Leads business development and client partnership strategy, drawing on a career spanning institutional and private wealth management across asset classes.
Drives quantitative research and ARM model development, and authors much of Auour's published investment commentary including the Positive Historian series.
There's no obligation — just a candid discussion about where you are and where you want to go.
“Auour's goal is to make sure your financial health serves you at whatever stage you are in life.”