We are a comprehensive wealth manager that uses proprietary analytics to deliver quantifiable tax and investment optimizations for high-earning professionals. We believe successful financial outcomes are the result of deliberate, systematic processes. Our advisors harness the compounding power of hundreds of continuous improvements over time to deliver measurable progress against your goals year after year.
Our Services
We are the analytical partner you’ve been looking for. We’ll build an optimized, predictable, and measurable system that gives you more clarity, confidence and control in achieving your goals. We apply this approach to:
Engineered Wealth
A systematic approach to comprehensive wealth management. Get integrated financial planning augmented by our suite of Diagnostics and Playbooks plus full investment management across Cash, Core, and Augmentation portfolios.
> Starting at 0.79% AUM.
Core Investment Management
A professionally managed, globally diversified portfolio continuously optimized for tax and fee efficiency. For investors that want the efficiency and simplicity of a robo-advisor, but with a human partner’s expertise and oversight.
> Starting at 0.39% AUM.
Advice
Flat-fee advice powered by our proprietary Diagnostics that aim to provide recommendations that deliver quantifiable ROI. Gain more clarity and confidence in your financial strategies without long-term AUM commitments.
> Learn more about our standalone Diagnostics
What Makes Us Unique
We are financial engineers, not fortune tellers. We treat your financial life like an interconnected system of optimization opportunities. The real secret to successful long-term outcomes isn’t a risky stock pick or singular magical solution; it’s the compounding effect of hundreds of small, continuous improvements over time.
And that’s what we do. We relentlessly break the financial world into individual components that can be analyzed and optimized —from tax strategies and estate planning to investment selection and everything in between. We then incorporate these components into comprehensive Diagnostics that allow us to clearly identify and quantify opportunities to improve our clients’ financial outcomes.
These quantified opportunities are then translated into customized Playbooks—clear, prioritized implementation plans that we create and execute for our clients to turn identified value into realized results. We call this approach Systematic Optimization.
No gatekeeping here. We share everything openly and transparently. A partnership is stronger when we both understand the data and decisions that went into a recommendation.
The research section of our website has all the details of the 529 Diagnostic we used in the cases above. You can also learn more about how we analyze individual components that make up our Diagnostics such as tax-efficient asset location strategies or data-backed approaches for diversifying 60/40 portfolios.
Let’s Partner Together
A financial advisor should be a trusted partner who uses data and analytics to provide measurable results for clients, not marketing and commissions to sell products. We are proudly a fee-only fiduciary and we do not accept commissions or other forms of direct compensation for our recommendations. We want our clients to be confident that when we advise on a particular course of action it is because the data and analyses support it.
We believe in demonstrating our value unequivocally, earning your trust through every successful optimization we implement together. Connect with us using the link below if you’d like to learn more about how we can help systematically improve your financial future.
We look forward to working with you.
email: [email protected]
Kangpan & Co. 