Wealth and Tax Management
built for Californians
Investments, taxes, retirement, real estate, business, and cash management unified in one secure financial platform.
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, or hold equity compensation such as RSUs, ISOs, NSOs, or an ESPP, and face complex financial decisions. You value diversification, liquidity, tax efficiency, and active cash management. You want coordinated investment and tax planning that helps you preserve liquidity and control, while you pursue better after-tax outcomes and long-term wealth aligned with your goals.
Cost Seg Study
Scheduled Sept 2026
Q2 Estimated Taxes
Paid
The Entrepreneur
You are self-employed, a solopreneur, business owner, founder, or earn most of your income through 1099s / rental real estate / K-1s. With multiple financial priorities to juggle, you need guidance on investing business capital, Solo 401(k) planning, tax strategy, filing taxes, and optimizing cash flow. You want your hard earned wealth to work as efficiently as your business, with strategies tailored to the unique challenges of entrepreneurship in California.
LLC Annual Tax Due
Apr 15, 2027
Statement of Return
Filed
The Global Investor
You are a California resident with foreign bank accounts or property, RSUs from a foreign parent company, or income earned in more than one country. You face added complexity from U.S. and California tax rules, foreign income reporting, FBAR and FATCA requirements, foreign tax credit rules, and currency exposure. You want coordinated investment, tax planning, and filing support that helps you stay compliant, reduce double taxation where possible, and manage your global wealth as one integrated financial picture.
FBAR Filing
Due Oct 15, 2026
Foreign Tax Credit
Claimed
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
Save Money
Many traditional wealth managers charge a percentage of your portfolio, so fees can rise as your portfolio grows. Our flat fee does not increase simply because your investments increase in value. One flat fee covers all your accounts, including taxable and retirement accounts.
Everything in One Place
Stop juggling multiple platforms. We bring together cash management, investing, retirement, tax planning & filing, options strategies, concentrated stock management, business entity compliance, and real estate.
Fiduciary Standard
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, no AUM percentage fees, just unbiased advice aligned with your goals.
Secure by Design
Your assets are held with Charles Schwab, a leading independent custodian. We use bank-level security practices, including two-factor authentication and 256-bit AES encryption, to safeguard your data both in transit and at rest.
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.