Alex & Maria were busy raising kids and building their careers
Now they have a clear plan to grow wealth, cut taxes, and protect their family’s future. Working with Compound Advisory gave them clarity, confidence, and a roadmap to balance today’s needs with tomorrow’s goals.
Backed by 20 years of helping business owners plan smarter exits.
The Compound Combine™ Method
Most people think building wealth is just about saving more or picking the “right” investments. The truth is, it’s about having a system. That’s what the Compound Combine™ Method gives you—a rules-based framework that helps you decide what to buy, when to buy, and how much to adjust as markets and life change.
It keeps your money working harder, avoids costly timing mistakes, and gives you a clear roadmap to financial independence.
What We Do for Wealth Builders
Tax-smart growth
- Optimize savings order: employer match → HSA → Roth/backdoor Roth → brokerage
- Smart asset location to lower taxes (IRAs vs. Roth vs. taxable)
- Ongoing tax-loss harvesting and capital-gains planning
- Roth conversion analysis and annual “Tax Playbook”
- Charitable strategies (DAFs, bunching) when relevant
Smarter investing with Compound Combine™
- Right mix for your goals and risk — no cookie-cutter portfolios
- Rules-based rebalancing and contribution timing
- Factor tilts or direct indexing for tax benefits
- Automatic contribution routing and cash-flow-aware adjustments
Life planning that actually gets done
- College savings without derailing retirement
- Equity comp (ISO/NSO/RSU/ESPP) strategy and unwind plan
- Insurance right-sizing and beneficiary cleanup
- Estate basics (wills, PoA, guardianship) coordinated with your attorney
- Cash flow, debt planning, and an “opportunity fund” for short-term goals
- One-Page Plan (clear goals, timelines, priorities)
- Savings Automation Map (exact amounts + routing)
- Investment Policy & Combine Rules (your buy/adjust/rebalance playbook)
- Annual Tax Playbook (Roth, TLH, gains harvest, charitable moves)
- 90-Day Action List with who does what by when
- Quarterly check-ins, plus on-demand access when life changes
- Portfolio monitoring with Combine rebalancing triggers
- Annual tax review and open-enrollment tune-ups
- Life events handled quickly (new job, house, baby, equity comp, market swings)
Proof That It Works (Case Studies)
Alex & Maria – Parents balancing careers and kids
- Challenge: Competing goals, high taxes, outdated insurance.
- Result: Lower taxes, smarter savings, peace of mind for their kids.
Mark – Tech professional with equity compensation
- Challenge: Scattered accounts, concentrated stock, early retirement goals.
- Result: Clear path toward financial independence in his 50s.
Sarah – Rebuilding after divorce
- Challenge: Overwhelmed managing finances alone.
- Result: Confident, empowered, and on track for retirement.
Ready to Build Wealth the Right Way?
Take our complimentary 3-step Wealth Builder Assessment™ to see how we can help you:
- Reduce taxes
- Grow wealth smarter
- Protect your family and future
