Wealth and Tax Management
built for Californians
Integrated management of your investments, taxes, cash, retirement, real estate, and business finances.
Flat-Fee Pricing
Zero AUM Fees
Fiduciary
Zero Commissions
CA-Optimized
Local Expertise
Quarterly Tax Review
Completed
Concentration Risk
Reduced
Sample figures shown for illustrative purposes only.
Purpose built for Californians like you
The W-2 Professional
You earn a high W-2 income in California with equity compensation such as RSUs, ISOs, NSOs, or an ESPP. Between your cash, concentrated positions, real estate, and complex tax picture, your financial life has many moving parts. You want your investments, cash reserves, and tax return handled together rather than in three separate places.
Cost Seg Study
Scheduled Sept 2026
Q2 Estimated Taxes
Paid
The Entrepreneur
You run your own business in California. Between personal and business cash reserves, a Solo 401(k), quarterly estimates, and a tax picture that shifts with your income, your financial life has many moving parts. You want your business and personal finances managed as one, by the same people who file both returns.
LLC Annual Tax Due
Apr 15, 2027
Statement of Return
Filed
Sample figures shown for illustrative purposes only.
Your Wealth. Your Rules. Full Transparency.
Grow
Dedicated advisor-managed portfolios.
Customized to your risk tolerance & goals
Tax efficiency built in from the start
Household coverage across all accounts
Preserve
Integrated tax + investment strategy.
Tax-smart management of cash reserves
Opportunistic tax loss harvesting
Tax strategies across your household
Protect
Risk management to shield your wealth.
Options overlay to manage stock concentration
Strategic asset allocation & rebalancing
IRS and California FTB tax audit protection
Get clarity and control with an integrated financial platform
Tax Summary & Projections at a Glance
See your personalized tax plan, filing status, quarterly estimates, all on your dashboard so you can stay ahead of underpayment penalties.
- Tax planning tailored to your unique financial situation and California residency
- Quarterly Federal and California tax estimates to help you avoid penalties
- Federal and California state return filing and representation in case of audit
Full Visibility Into Your Investments
See your holdings, T-Bills, asset allocation, quarterly performance & risk analysis, and quarterly fees charged, all on your dashboard, anytime.
- Year-round licensed fiduciary support for the entire household
- Review portfolio performance, risk, liquidity, and tax opportunities
- Track covered calls, cash-secured puts, and Solo 401(k) accounts
Business Compliance Hub
Your dashboard highlights upcoming federal and California deadlines so you never miss a filing. Securely store compliance documents in one place, and easily upload and track business receipts and invoices.
- CA & federal filing deadlines tracked
- Compliance documents including EIN, Articles stored securely
- Upload receipts and categorize business expenses
Rental Management, Simplified
View and track property-level data on your dashboard, and stay organized for Schedule E. Securely store depreciation schedules and lease documents in one place, and easily upload and track rental receipts and invoices.
- Upload receipts & categorize rental expenses by property
- Documents including lease, depreciation schedules stored securely
- Schedule E and 1099-NEC ready records
Personal & Business Spend, in One View
Connect your personal and business cards to automatically organize spending by category, and understand where your money goes across personal and business expenses.
- Connect personal and business cards into one categorized view
- See everyday transactions tagged personal or business for Schedule C and E
- Review 90-day spending to size your T-bill cash reserve
Images are provided to demonstrate platform features and are for illustrative purposes only. They should not be relied upon as investment, tax, or legal advice.
Streamline your
wealth and tax management
Tax Efficient
Invest in U.S. Treasury bills that are exempt from California state income taxes, providing higher after-tax returns for CA residents.
High Liquidity
Highly liquid with one-day settlement, giving you quick access to your funds when you need them.
T-Bill Laddering
A personalized T-bill laddering strategy aimed at potentially higher average yields while preserving liquidity.
Why Aure
Your Portfolio Grows. Your Fee Doesn’t.
Your advisory fee should not keep increasing simply because your portfolio grows. Aure charges a transparent flat annual fee, giving you access to integrated wealth and tax management without a traditional percentage-of-assets fee.
Wealth + Taxes, Managed Together
Investment management, tax planning, and tax filing should not operate in separate silos. We coordinate them with your cash, retirement, concentrated stock and options strategies, business, and real estate so financial decisions can be evaluated together, including their tax impact.
Fiduciary, Built for California
As a licensed fiduciary, we are legally and ethically obligated to act in our clients' best interests at all times. No commissions, no hidden incentives, just unbiased advice aligned with your goals. Our planning is designed around the complexities many California households face.
Secure by Design
Your assets are held with Charles Schwab, a leading independent custodian. We use bank-level security practices, including multi-factor authentication and 256-bit AES encryption, to safeguard your data both in transit and at rest. We never sell your data.
A better model for your wealth
Traditional advisor (~1%) and robo-advisor (~0.25%-0.50%) fee figures are industry averages based on NerdWallet, "How Much Does a Financial Advisor Cost in 2026?"
Ready for advice built around your California life?
Talk to a licensed fiduciary advisor about your wealth and tax strategy.