XXI Wealth is an independent, private wealth practice. We advise a select group of principals nationwide—building, preserving, and transferring capital across generations.
It may include a company you’ve built, equity that is vesting, a transaction taking shape, and an estate designed to carry it forward.
We connect the decisions across investments, taxes, liquidity, and estate planning—so no decision is made in isolation.
Customized portfolios built across public and private markets, with individual securities used where greater control, tax efficiency, and customization matter.
Cash flow, retirement, education, risk and insurance: the frame every other decision is checked against.
Preparing for the taxable event ahead, while structure, timing, and tax treatment can still be shaped.
The structures of transfer, drafted with your attorney: trusts, documents, the succession of a business.
Helping families navigate shared wealth, philanthropy, the preparation of the next generation, and the decisions that shape a lasting legacy.
For relationships where complexity runs beyond the portfolio, extending our core coordination with absolute discretion.
As a member of the Dynasty Financial Partners network, XXI Wealth has access to institutional investment research, capital markets capabilities, and technology—while remaining independently owned.
Advice and custody are deliberately separate. Your assets are held by an independent custodian. Your advice comes from XXI Wealth.
Independently owned. A fiduciary by design.
We are a team of professionals with different temperaments, talents, and convictions, united by a shared ideal: that exceptional wealth management is defined by personalized advice, thoughtful collaboration, and an unwavering commitment to each client’s unique goals.
That experience led us to create XXI Wealth—an independent fiduciary firm free to build each client’s strategy from the ground up, using the investments, planning tools, and solutions we believe are best suited to their needs.
We work with business owners, entrepreneurs, executives, legal practitioners, medical professionals, professional athletes and entertainers, and multigenerational families—clients whose investment, tax, estate, and planning decisions are too interconnected to be considered in isolation.
Our clients come to us for customized investment portfolios, proactive year-round tax planning, and access to both public and private investment opportunities.
They stay for the coordination: one team connecting the pieces of their financial lives, and long-term relationships built on thoughtful advice, transparency, and trust.
More than twenty years advising successful individuals, families, business owners, and executives. Planning, investment, and tax, held as one decision.
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More than two decades across capital markets and the business of sports. He leads how portfolios are built and managed.
Read BioYour financial life is connected.
Your advice should be, too.