Built for
High Earners
Returns matter, but After-Tax returns matter more.
Cost Seg Study
Due May 2026
Concentration Risk
Reduced
Cost Seg Study
Due May 2026
Concentrated Stock
Hedged
Everything you need, Optimized for California
Investment Management
We build and manage tax-efficient, low-cost investment portfolios aligned with your financial objectives. You directly own each investment, providing superior tax management, full transparency, and greater control.
Cash Management
Maximize yield by investing your cash reserves in safe, liquid, state tax-exempt U.S. Treasuries. By purchasing Treasury bills directly, we help you achieve higher after-tax returns than most HYSAs or money market funds.
Taxes
Our expertise in California tax, equities, and real estate allows us to unlock maximum savings while ensuring full compliance. We prepare and file both federal and California tax returns.
Managed Options
Proven options strategies such as covered calls and cash-secured puts that aim to generate income from your portfolio, reduce downside risk, and enhance after-tax return.
Concentrated Stocks
Custom option overlay strategies to actively manage concentrated stock risk. You stay in control of your stocks and earn dividends without any lockup. Liquidate the position tax neutrally without triggering capital gains taxes.
Real Estate
Whether it's your primary residence or rental property, we help you navigate deductions, depreciation, and tax strategies to get the most out of your real estate investments.
Built-in tools to simplify your finances
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
- Transparent quarterly fee reports
Tax Projections
at a Glance
Quarterly federal and California state tax estimates available on your dashboard so you can stay ahead of underpayment penalties.
- Federal quarterly estimates
- California state quarterly estimates
- Avoid underpayment penalties
Rental Property
Expense Management
Upload receipts and invoices, track rental property expenses on your dashboard, and stay organized for Schedule E filing.
- Upload receipts and invoices
- Categorize and track expenses by property
- Schedule E ready
Why High Earners love Aure
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. Our flat fee also covers all your accounts, including taxable and retirement accounts.
Everything in One Place
Stop juggling multiple platforms. We bring together cash management, public equity investing, tax preparation and filing, options strategies, concentrated stock management, and real estate, so you can focus on maximizing after-tax returns.
Fiduciary & Security
As a fiduciary, we are legally and ethically obligated to act in the best interests of our clients at all times. Your investment accounts are protected by SIPC coverage and securely held in your name at Charles Schwab, a leading third-party custodian. We use bank level encryption to protect your data.
Ready to optimize your wealth?
Compound your wealth through transparent strategies, without giving up control over your assets.