BUILT FOR TAX EFFICIENCY
Wealth Management Made Simple and Transparent
Wealth is a Tool for Freedom
Aure (pronounced AW-ray) takes it's name from the Latin word for “gold,” reflecting our mission to create lasting value.
At Aure, we help California professionals simplify their finances and take control of their wealth. Whether you are looking to improve tax outcomes, reduce risk, diversify, or align with a new strategy, we make the transition simple with professional, fiduciary guidance.
Your money stays accessible, Always. With over two decades of investment experience across bull and bear markets, we understand the value of building tax-efficient, risk-adjusted portfolios through smart cash management, disciplined index investing, and tailored options strategies for complex scenarios.
We blend sophisticated technology and data-driven insights with human expertise, specifically designed for high income earners in California's high tax environment. By operating efficiently, we eliminate percentage based fees and provide a straightforward flat fee model, helping you keep more of your wealth as it grows.
I have spent my career at the intersection of tech and finance in the San Francisco Bay Area, and I know firsthand the financial complexities this region presents. High taxes, soaring real estate, and concentrated wealth in employer stock. It's a lot to manage.
After years working with leading tech companies and top U.S. financial firms, I was managing a complex personal portfolio. I realized there was no truly integrated wealth and tax management solution for busy California professionals, one that could grow and protect wealth without lock-ups, percentage fees, or hidden agendas. I also received a lot of bad advice from financial salespeople promoting proprietary, illiquid products that served their interests more than mine. A common frustration I heard from many. Without control of your finances, stress and uncertainty can build quickly. We believe busy professionals deserve to receive quality financial advice for a fair and transparent fee.
So, we created Aure.
Our mission at Aure is to make complex wealth management simple, transparent, and accessible for California professionals. We give you the control and clarity to turn your wealth into the life you want, for yourself and your family. And we do it with integrity, at every step.