👋 Managing Tech Millions 📈 your go-to source for building wealth with tech equity and managing the money that comes with it.

Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.

You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows.

👉 In just two sessions, you’ll:

* Clarify your long-term vision

* Define your next best investment move

* Build the system that turns wealth into freedom

When? 📆 August 27th and 28th at 7pm to 9pm (Central US)

Eight years ago, I was stuck in a Manhattan office despite having millions in the bank. Today, I’m unemployed by choice because my portfolio—40% private equity—covers all my living expenses. But before you jump into private equity, you need to know the four benefits that convinced me to invest heavily… and the four costly mistakes that nearly wiped me out.

In this video, I share how I turned IPO windfalls and real estate into consistent cash flow, why private equity can outperform public markets, and the risks that cost me $300,000. You’ll learn how to identify good deals, avoid common traps, and apply my Wealth Ops Framework to manage your investments like a CEO.

If you want to escape the “accumulation trap,” generate real monthly income, and protect your wealth, this is the roadmap I wish I had when I started.

Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.

You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows.

👉 In just two sessions, you’ll:

* Clarify your long-term vision

* Define your next best investment move

* Build the system that turns wealth into freedom

Spots are limited—and the clarity you’ll gain? Game-changing.

Let’s build your portfolio like it’s your next great company.

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And whenever you are ready, there three ways I can help you:

* Start up-leveling your knowledge - 🎧️ Follow our Podcast

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Disclaimer: This newsletter is for informational purposes only and does not constitute financial or career advice. Always consult with qualified professionals before making any decisions based on the information provided.

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