Wealth and Tax Managementbuilt for Californians
Investments, taxes, retirement, real estate, and business compliance unified in one secure financial platform.
Flat-Fee Pricing
Zero AUM Fees
Fiduciary
Zero Commissions
CA-Optimized
Local Expertise
Tax savings identified
$68,000 this year
Financial Plan
On Track
Personalized Wealth Platform
Your Wealth. Your Rules. Our Unwavering Transparency.
Grow
Customized portfolio management.
Aligned with your risk tolerance
Tax efficiency built in from the start
Household coverage across all accounts
Preserve
Strategies to improve after-tax returns.
Tax-smart management of cash reserves
Opportunistic tax loss harvesting
Tax strategies across your household
Protect
Risk management to shield your wealth.
Strategic asset allocation
Disciplined rebalancing
Options overlay to manage stock concentration
Get clarity and control with an
integrated financial platform.
Save Money
Traditional wealth managers charge a percentage of your portfolio, meaning you pay more as your portfolio grows. Our flat fee stays the same, so you keep more as your wealth increases. 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 & Security
As a fiduciary, we are legally and ethically obligated to act in the best interests of our clients at all times. Your assets are held with Charles Schwab, a leading independent custodian, and are protected by SIPC coverage. We use bank level security practices, including two-factor authentication and encryption, to protect your data both in transit and at rest.
Purpose built for Professionals like you
The Entrepreneur
You are a founder, business owner, solopreneur, 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.
The W-2 Professional
You earn a high W-2 income in California and face complex financial decisions. You value diversified investments, liquidity, tax efficiency, and smart cash management. You want coordinated investment and tax strategies that help you grow and diversify your wealth, without lockups, so you can maximize income while building long-term wealth aligned with your lifestyle goals.
Streamline your
Wealth & Tax Management
Tax Efficient
Invest in safe U.S. Treasury bills that is exempt from California state and local personal 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.
A better model for your wealth
Fiduciary advisors you can trust
We are legally & ethically bound to act in your best interests.
- ✓No AUM Percentage Fees
- ✓No Commissions
- ✓No Hidden Charges
- ✓Licensed & Insured
- ✓Bank-Level Security (256-bit AES encryption)
- ✓Assets at a leading custodian
- ✓Registered and Regulated
- ✓IRS Representation & Audit Support
What our clients say
"What stands out about Aure is the time savings, fee transparency, and expertise. With W-2 income, consulting, investments, and real estate, my finances are fairly complex. Having everything in one platform has made it much easier to stay organized and see the full picture. Tax season is no longer chaotic, and the no-AUM fee model means fees don't fluctuate with the market. The team genuinely understands the complexity of high-income, high-tax situations, not just in theory, but in practice. That level of expertise is rare."
Tech Professional, Bay Area
* Current Aure client. Aure does not pay for testimonials. Testimonials are no guarantee of future performance or success.