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In the early days of my medical career, a financial mentor reshaped my path. His wisdom ignited my passion for strategic investments and, by implementing this BLUEPRINT, my financial journey was transformed and wealth accelerated. Having reclaimed my time through financial freedom, I became committed to helping other burned-out, time-poor professionals unlock their financial freedom through smart investments.
My unique blend of expertise, experience, and network is at your service. Together, we can strategically evaluate investment opportunities to minimize your tax liabilities, maximize your passive income, and multiply your wealth through capital growth.
I believe in finding joy in doing what you love for the fulfillment it brings, rather than merely for the paycheck. Let’s turn your aspirations into reality. Join me in this journey towards financial independence and fulfillment.
I’d love to jump on a zero pressure call to get to know you, and possibly tell you more about Intentional Capitalist, and other free or paid resources that we have to help.
At Intentional Capitalist, our foundation is built on values like honesty, expertise, transparency, compassion, fairness, and trust. We’re dedicated to fostering long-lasting partnerships with our members, creating opportunities for wealth generation through education and thoughtful investment choices.
As a team of seasoned investors, we bring together a wealth of experience spanning various investment vehicles. Our unity lies in a shared purpose, a commitment to excellence, and a deep knowledge of the investment landscape.
Our mission is to provide successful people advice and access to institutional real estate and venture capital investment opportunities.
Our vision is to be the trusted compass for investors, illuminating new paths to financial success and becoming a prime authority in real estate and business investments.
We strive to help you achieve your financial goals, and we can help you every step of the way. Ready to join? Take the first step today!
We are committed to advising our investors on market trends, investment strategies and the demand driven asset classes we invest in. As we navigate our investors futures, our destination is to be the trusted resource in real estate private equity and venture capital.
Our focus is on identifying and presenting investment opportunities from carefully vetted sponsors.
Our strength is in our network. Our approach, combining institutional-grade due diligence and strong industry relationships, gives us unique access to deals. Only 1-2% of the 3000+ offerings that we evaluate, meet our stringent criteria.
We’ve honed a niche that prioritizes absolute returns and safeguards against potential downsides, distinguishing us in the world of investment.
We are not affiliated with any deal sponsors, brokerages, or other investment companies. This allows us to offer non-biased advice based solely on the merit of each investment.
We are “fee-only,” which means we don’t receive any form of compensation from anyone other than you.
Although we are not fiduciaries, we are investors in the deals we share. This means that we have “skin-in-the-game” and we’re ALWAYS aligned with YOUR best interest.
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