Built for
High Earners
Optimize for After-Tax Wealth.
Quarterly Tax Review
Completed
Concentration Risk
Reduced
Sample figures shown for illustrative purposes only.
Quarterly Tax Review
Completed
Concentration Risk
Reduced
Sample figures shown for illustrative purposes only.
Everything Coordinated and Simplified.
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 tax planning for high-income households, equities, and real estate helps identify opportunities while maintaining full compliance.
Managed Options
Income-oriented options strategies, such as covered calls and cash-secured puts, that seek to generate portfolio income, with key trade-offs actively managed for you.
Concentrated Stocks
Custom option overlay strategies to help manage concentrated stock risk while keeping you in control of your shares.
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 tax estimates available on your dashboard so you can stay ahead of underpayment penalties.
- Quarterly tax estimates
- Projected safe harbor 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
Images are provided to demonstrate platform features and are for illustrative purposes only. They should not be relied upon as investment, tax, or legal advice.
Why High Earners love Aure
One Flat Fee for the Household
Many traditional wealth managers charge a percentage of the assets they manage, so fees rise as those assets grow. Aure uses a transparent annual flat-fee model instead.
Investments and Taxes, Coordinated
Investment management, tax planning, and tax filing should not operate in separate silos. We coordinate decisions involving cash, investments, concentrated stock, options, retirement, and real estate alongside their tax impact.
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.