Our manifesto

January 6, 2025

The world of wealth management is broken.

When you finally start building wealth, you face an overwhelming flood of conflicting information. Every "expert" has an agenda. Every advisor claims to have your best interests at heart, while quietly pocketing commissions from the products they push. And the tools meant to help you manage your money feel stuck in the last century.

We built Affluent because we've seen this reality play out countless times. Through our careers in tech and finance, we've met successful professionals who, despite their achievements, found themselves lost when it came to managing their wealth.

Here's what we believe:

  • Financial advice should be truly independent. No hidden fees, no kickbacks, no product commissions. Just clear guidance aligned with your interests.

  • Technology should empower, not confuse. Whether you're tracking complex stock options or planning your future, you deserve tools that work as intuitively as the best software you use daily.

  • Your wealth journey deserves a strategy, not just tactics. We're not here to sell you products - we're here to help you build a comprehensive plan that considers every aspect of your financial life.

This is why we're building the wealth management platform we wished existed when we started our own journey. One that combines sophisticated tools with truly independent advice. One that treats you as a partner, not a commission opportunity.

We measure success through concrete results for our clients. Sometimes it's tangible: helping clients save significantly on taxes through optimal timing of their investments, or building diversification strategies that better match their risk profile and life goals. Other times, it's about clarity and confidence: knowing exactly where you stand financially, understanding your options clearly, and having a structured plan for your future.

Affluent is for people who want to take control of their financial future but don't know where to start. For professionals who've built success through their work and want to ensure their wealth works as hard as they do. For anyone who believes that financial advice should be transparent, technology should be elegant, and your interests should always come first.

Join us in fixing wealth management.