Christopher Nelson

Helping You Build Wealth with Tech Equity and become the Founder of Your Financial Independence

In the early 2000s,  my focus was on growing my skills, climbing the ladder, and being where I needed to be to get the job done. 

In 2009, I burned out hard. 

My new plan was to work for equity in tech start-ups and become financially independent.

Swing and Miss, the first start-up company I chose to work for, was going nowhere (equity worth zero). 

What happened? Did I screw up everything?

I chose the company because I was passionate about its mission, but I had not examined it further. I had no real plan.

My next step was to call people that I knew had been successful in working for equity in tech and see what was different in their "playbook."

Key lessons learned after first dead-end tech startup:
 -In trading my time and talent for equity, I need to think like an investor
 -Create a rigorous due diligence process
 -Don't fear failure, stay in the game
 -Keep learning

May 2011, Started at Splunk Pre-IPO

April 19th, 2012 Splunk had a break-out IPO

April 20th, 2012 feelings of anxiety and fear creep in about how to manage the newly generated wealth. 

I had to figure out how to get real income (real estate) into my portfolio. I needed something sending me checks.

Key lessons learned after the first IPO:
 -How to invest in private equity real estate
 -Set up my family for generational wealth
 -Own the result (don't put my future in someone else's hands)

New Mission: Be the Founder of a Micro Family Office to become Financially Independent.

Strategy:
 -Live within paychecks
 -Bonuses for extras
 -Invest all of our equity

I climbed the ladder to become a CIO. 

At the peak, I realized I wanted to build my DIY Family Office more than climb the ladder.

I changed roles and reduced my scope. 

On August 26, 2022, I graduated from my W-2 job to live a lifestyle by design.

I founded WealthOps in 2023 to equip technology professionals with the skills to build and run their portfolios.

My Portfolio:
 -3  Start-Ups I worked for IPOed (SPLK, YEXT, GTLB) <-Traded Time
 -Replaced paycheck with $200k+ of portfolio income
 -Built my Micro Family Office
 -Running a company structured around my life

My Results:
 -Highly Diversified Portfolio - Stocks, PE Real Estate, Debt, Businesses, and VC. 
 -$223 Million AUM with investors
 -7 Investments  gone full cycle with an Avg 19.4% IRR to investors
 -1000+ tech employees being educated on Managing Tech Millions
 -20+  and growing Portfolio CEOs

My mission - 1000+ Portfolio CEOs

Learn more about how I did this, join our free live workshop  →  https://dub.sh/wealthops-linkedin

Founder

Tech Careers and Money { }, a media and education company whose mission is to elevate Tech Professionals' finance knowledge through unmatched and unbiased education in career and personal finance to equip them to make their best decisions. 


Subscribe to learn about career growth, tech equity,  portfolio income, investing, budgeting, student loans, and more.

I built my own family office from scratch.

Here's how.

I didn't need $100M in assets. 
I didn't hire a $500K/year staff. 
I didn't wait for permission from a wealth manager.

I spent a decade studying how Single Family Offices operate.

The ones managing $500M+.

And I stripped them down to their core operating system.

Here's what I found: 

𝗘𝘃𝗲𝗿𝘆 𝗼𝗻𝗲 𝗼𝗳 𝘁𝗵𝗲𝗺 𝗿𝘂𝗻𝘀 𝗼𝗻 𝘁𝗵𝗲 𝘀𝗮𝗺𝗲 𝟳 𝗰𝗼𝗺𝗽𝗼𝗻𝗲𝗻𝘁𝘀.

1) Vision
2) Structure
3) Protection
4) Process
5) Data
6) Advisory Partners
7) Governance

That's it. 

Doesn't matter if it's $500M or $5M, the operating system is the same. 

The scale is different. 
The architecture isn't.

I call this scaled down version the 𝗠𝗶𝗰𝗿𝗼 𝗙𝗮𝗺𝗶𝗹𝘆 𝗢𝗳𝗳𝗶𝗰𝗲.

Most wealthy families have 1-2 of these components partially in place. 

Maybe a financial advisor (Advisory Partners). 

Maybe a basic portfolio (Structure). 

But without all 7 working together, you're running a business with missing departments.

The families who get this right don't outperform because they pick better stocks. 

They outperform because they run better operations.

The infographic below breaks down all 7 components and how they connect. 

Screenshot it. 

In a few days, I'm hosting a live workshop on how to set up components 1 and 2 in your own Micro Family Office.

𝗬𝗼𝘂 𝗰𝗮𝗻 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

Here is what attendees from last month's workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.
– 𝗠𝗮𝘂𝗿í𝗰𝗶𝗼 𝗛.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘵 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.
– 𝗖𝗵𝗿𝗶𝘀𝘁𝘆 𝗪.

𝘐 𝘵𝘩𝘰𝘶𝘨𝘩𝘵 𝘵𝘩𝘢𝘵 𝘸𝘢𝘴 𝘨𝘳𝘦𝘢𝘵. 𝘈𝘯𝘥 𝘐 𝘵𝘩𝘪𝘯𝘬 𝘪𝘵'𝘴 𝘴𝘰 𝘧𝘶𝘯𝘯𝘺 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘰 𝘮𝘦, 𝘐 𝘸𝘪𝘴𝘩 𝘐 𝘩𝘢𝘥 𝘵𝘩𝘪𝘴 𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘭𝘪𝘬𝘦 𝘧𝘪𝘷𝘦 𝘺𝘦𝘢𝘳𝘴 𝘢𝘨𝘰.
– 𝗣𝗮𝘀𝗰𝗮𝗹 𝗪.

I Run My Own Micro Family Office and Teach Others to Do the Same | Founder @ WealthOps

The 7 components of a Micro Family Office.

Excited to speak this afternoon at the Best Ever Conference about Micro Family Offices.

Last night I had the pleasure to meet up with John Laine, a member of the Micro Family Office Accelerator.

As the community grows, it's great to have the opportunity to meet more and more members IRL.

150+ members. 18 countries. One problem.

When I launched this program, I thought I was solving an American problem.

I was wrong about the geography.

USA
UAE
Italy
Peru
India
Israel
France
Mexico
Nigeria
Canada
Australia
Germany
Singapore
Philippines
Hong Kong
Saudi Arabia
New Zealand  
United Kingdom 

Someone in each of these countries has crossed the $1M threshold. 

Built real wealth. And then... hit a wall.

Too complex for retail financial services.

Too small for traditional family offices.

𝗧𝗵𝗲 𝘀𝗲𝗿𝘃𝗶𝗰𝗲 𝗱𝗲𝘀𝗲𝗿𝘁 𝗶𝘀𝗻'𝘁 𝗮𝗻 𝗔𝗺𝗲𝗿𝗶𝗰𝗮𝗻 𝗽𝗿𝗼𝗯𝗹𝗲𝗺. 

𝗜𝘁'𝘀 𝗮 𝘄𝗲𝗮𝗹𝘁𝗵 𝘀𝘁𝗮𝗴𝗲 𝗽𝗿𝗼𝗯𝗹𝗲𝗺.

The industry wasn't built to serve you at this net worth... anywhere in the world.

So you have to build your own infrastructure.

That's what the Micro Family Office does.

The same 7 components that run a $500M Single Family Office, scaled for $1M-$30M portfolios. 

Same principles. Leaner execution.

150 people across 12 countries are building it right now.

Tonight, I'm teaching the framework that started all of them.

In a few hours, I'm hosting a live workshop on how to architect your own Micro Family Office.

𝗪𝗮𝗻𝘁 𝘁𝗼 𝗮𝘁𝘁𝗲𝗻𝗱? Just send me a DM and I'll share the Zoom link.

---

Here is what attendees from last month's workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.
— Mauricio H.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘵 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.
— Christy W.

𝘐 𝘵𝘩𝘰𝘶𝘨𝘩𝘵 𝘵𝘩𝘢𝘵 𝘸𝘢𝘴 𝘨𝘳𝘦𝘢𝘵. 𝘈𝘯𝘥 𝘐 𝘵𝘩𝘪𝘯𝘬 𝘪𝘵'𝘴 𝘴𝘰 𝘧𝘶𝘯𝘯𝘺 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘰 𝘮𝘦, 𝘐 𝘸𝘪𝘴𝘩 𝘐 𝘩𝘢𝘥 𝘵𝘩𝘪𝘴 𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘭𝘪𝘬𝘦 𝘧𝘪𝘷𝘦 𝘺𝘦𝘢𝘳𝘴 𝘢𝘨𝘰.
— Pascal W.

You crossed $2M in investable assets.

Your wealth level changed but your wealth mgmt approach didn't.

At $250K, a retail brokerage and a traditional advisor made sense... the tools fit the job.

At $2M+, concentration is the threat. Income is the goal. But a portfolio still sitting 80% in public markets isn't built for either.

Here's what the top 0.1% actually hold:

28% real estate.
28% private equity.
23% public stocks.

This isn't a knowledge problem about which investments to buy.

It's a foundation problem.

Before you can shift your allocation toward income-generating assets at any meaningful scale, three things MUST exist:

𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗧𝗵𝗲𝘀𝗶𝘀. Private equity deals don't wait. A good operator opens a fund once every few years. The window is short. Without a written document that defines what a yes looks like before the pitch starts, you make decisions under pressure — and expensive mistakes follow.

𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗔𝗿𝗰𝗵𝗶𝘁𝗲𝗰𝘁𝘂𝗿𝗲. What percentage goes to each asset class? How much can be illiquid at any given time? Without written allocation targets, you can end up 80% concentrated in a single category without ever making a single bad individual decision.

𝗦𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲. Your assets need legal separation from your personal finances. Without it, a bad outcome in one investment can threaten everything else you own. A properly structured Holding Company creates that wall. But only if the books match the entity. Commingled accounts mean a court can pierce the structure entirely.

The TIGER 21 portfolio allocation you see in the graphic isn't the starting point.

It's what you build toward AFTER the foundation exists.

I call this foundation building, the Architect phase.

In a few days, I'm hosting a live workshop on how to Architect your own Micro Family Office.

𝗬𝗼𝘂 𝗰𝗮𝗻 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

Here is what attendees from last month's workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.
— Mauricio H.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘵 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.
— Christy W.

Your advisor taught you to build a grain silo, while the wealthy built orchards.

Here's what most wealth-building advice produces:

You work for 30 years. 
You accumulate assets. 
You build a big number on the screen.

Then in retirement, you start drawing it down.

Living expenses come out of the pile. 
Advisor fees come out of the pile. 

Every year, you chip away at what it took decades to build.

And hope it outlasts you.

That's the Drawdown Portfolio. 

It works exactly like a grain silo: fill it up, then drain it.

Now here's what the wealthy actually do.

They don't build silos. 

They plant orchards.

The Evergreen Portfolio generates income through things like REITs, dividends, real estate, private credit, covered calls, and syndications. 

These assets produce yield 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 liquidating principal.

You harvest the fruit. 
You reinvest a portion. 
The tree continues to grow.

Distributions come from yield, not from selling assets. 

The portfolio isn't depleting. It's compounding.

𝗧𝗵𝗮𝘁'𝘀 𝘁𝗵𝗲 𝘀𝗵𝗶𝗳𝘁.

Here's why some advisors never show you this model:

The Evergreen Portfolio has 3 pillars:

- Growth Assets
- Income Assets
- Preservation Assets

But income-generating assets don't generate AUM fees.

Follow the money. 

If they can't earn a fee on the strategy, the strategy doesn't get recommended.

This isn't cynicism. 
It's incentive alignment. 

The Micro Family Office is built on the Evergreen model.

You architect income-generating assets. 

You distribute from what the orchard produces, not from what you spent decades growing.

That's the difference between a portfolio that runs out and a portfolio that gets passed down from generation to generation.

In a few days, I'm hosting a live workshop on how to architect your own Micro Family Office.

𝗬𝗼𝘂 𝗰𝗮𝗻 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

Here is what attendees from last month's workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝗼𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.
— Mauricio H.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘁 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.
— Christy W.

𝘐 𝘵𝘩𝘰𝘶𝘨𝘩𝘵 𝘵𝘩𝘢𝘵 𝘸𝘢𝘴 𝘨𝘳𝘦𝘢𝘵. 𝘈𝘯𝘥 𝘐 𝘵𝘩𝘪𝘯𝘬 𝘪𝘵'𝘴 𝘴𝘰 𝘧𝘶𝘯𝘯𝘺 𝘣𝘦𝘤𝘢𝘶𝘴𝘦 𝘵𝘰 𝘮𝘦, 𝘐 𝘸𝘪𝘴𝘩 𝘐 𝘩𝘢𝘥 𝘵𝘩𝘪𝘴 𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝗶𝘰𝘯 𝘭𝘪𝘬𝘦 𝘧𝘪𝘷𝘦 𝘺𝘦𝘢𝘳𝘴 𝘢𝘨𝘰.
— Pascal W.

What stands out to you most in this data the Fed released last month?

You can't steer a car by looking in the rearview mirror.

But that's how most high-net-worth people manage their taxes.

Tax filing is backward-looking.

It records what happened.

Tax strategy is forward-looking.

It plans what will happen. 

One is compliance. The other is optimization.

Most CPAs are trained for compliance. 

They're excellent at it. 

But compliance is not strategy.

Strategy requires a different professional. 

Such as a Certified Tax Planner.

The window for tax strategy closes long before your CPA sends you a summary.

This is why two people with identical incomes can pay radically different tax bills. 

One is filing. The other is steering the ship.

---

On March 18th, I'm hosting a live workshop on how to architect your own Micro Family Office.

𝗬𝗼𝘂 𝗰𝗮𝗻 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

Here is what attendees from last month's workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.
— Mauricio H.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘵 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.
— Christy W.

undefined undefined

Tech Careers & Money Talk

𝗪𝗮𝗻𝘁 𝘁𝗼 𝗮𝗰𝗰𝗲𝗹𝗲𝗿𝗮𝘁𝗲 𝘆𝗼𝘂𝗿 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗜𝗻𝗱𝗲𝗽𝗲𝗻𝗱𝗲𝗻𝗰𝗲?💸

Join here 👉 techcareersandmoneytalk.com

Tweet Follow-up

Even Justin Welsh chimed in: https://twitter.com/thejustinwelsh/status/1628168298947919878?s=20

Post Follow Up

On the off chance you *do* want financial freedom — do these 11 things instead. 👇

- Ignore the above
- Buy back your time
- Start investing today
- Build a simple budget
- Learn personal finance
- Destroy credit card debt
- Work for equity AND salary
- Diversify w/ passive income
- Align your finances with goals
- Build a team of financial experts
- Join techcareersandmoneytalk.com

What did I miss?

50 - 50 Link

🧠 - Bonus Tip:  For Monday - Do A Brain Dump to Prevent Overwhelm 

Monday means mental overwhelm for Many. 

Objects in your head can be more stressful than they appear! 

Take piece of paper, 10 min and write down all the things you need to get done, work, life etc. 

Once you see them written down identify 3 things that have to get done today. 

Get to your base! 

TCMT Pod Page

𝗟𝗶𝘀𝘁𝗲𝗻 + 𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲 𝘁𝗼 𝗠𝘆 𝗣𝗼𝗱𝗰𝗮𝘀𝘁 👇

🎧 Tech Careers & Money Talk 💸

www.podpage.com/tech-careers-and-money-talk-1/

TC&MN

Elevate your tech career and personal finance savvy.    

https://www.techcareersandmoneynews.com

Anti-Goals

Steal my Blueprint

Update Process

Actionable tips for growing your career, building wealth and living a life of impact. 
Always 3 minutes or less.

https://www.techcareersandmoneynews.com/

Find Rest 

🧠 - Bonus Tip:  Your Momentum is Fuel for your Mentors.  As your mentor sees you taking their input and iterating, they will be excited and want to participate more.  

Momentum breeds momentum.   

Hindi Video

Want all the details?   

Check out my origin story here on Audio : https://bit.ly/cnoriginstory

Watch it on YouTube! : https://youtu.be/7Hw-Y2hDtF8


From Equity to Exit 

Momentum for Mentors

wealthward-capital

tech-careers-and-money-talk

careercadre

The Fed tracks the wealth composition of Americans every few years.

Here's what the most recent data shows across the top three tiers.

𝗧𝗼𝗽 𝟭𝟬%
Total Net Worth: $1.6M
Investable Net Worth: $842K
Real estate: 59% of portfolio
Business equity: 9% of portfolio

𝗧𝗼𝗽 𝟱%
Total Net Worth: $3.8M
Investable Net Worth: $2.0M
Real estate: 59% of portfolio
Business equity: 9% of portfolio

𝗧𝗼𝗽 𝟭%
Total Net Worth: $11.6M
Investable Net Worth: $9.3M
Real estate: 23% of portfolio
Business equity: 41% of portfolio

I found it interesting that the top 10% and top 5% have nearly identical portfolio compositions.

More assets but same composition.

But the top 1% looks different. 
Real estate drops from 59% to 23%. 
Business equity jumps from 9% to 41%. 

And the gap between TNW and INW narrows significantly.

Whether that composition causes the wealth gap, or results from it, the data doesn't say.

But the difference is there.

Tomorrow, I'm hosting a live workshop on how to architect your own Micro Family Office.

If you have between $1M - $30M investible net worth, I'd love to have you there.

𝗬𝗼𝘂 𝗰𝗮𝗻 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://dub.sh/mN0g8tK

Here is what attendees from last month's workshop said about it:

𝘐𝘵 𝘸𝘢𝘴 𝘳𝘦𝘢𝘭𝘭𝘺 𝘴𝘵𝘳𝘢𝘯𝘨𝘦 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘴𝘰𝘮𝘦𝘰𝘯𝘦 𝘪𝘯 𝘺𝘰𝘶𝘳 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯 𝘵𝘰 𝘥𝘰 𝘵𝘩𝘪𝘴. 𝘐𝘵'𝘴 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘶𝘵𝘰𝘳𝘪𝘢𝘭 𝘐 𝘤𝘢𝘯 𝘵𝘩𝘪𝘯𝘬 𝘰𝘧 𝘵𝘩𝘢𝘵'𝘴 𝘢𝘤𝘵𝘶𝘢𝘭𝘭𝘺 𝘴𝘢𝘺𝘪𝘯𝘨 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘶𝘴𝘦𝘧𝘶𝘭 𝘢𝘯𝘥 𝘶𝘯𝘣𝘦𝘭𝘪𝘦𝘷𝘢𝘣𝘭𝘦.
— Mauricio H.

𝘠𝘰𝘶 𝘫𝘶𝘴𝘵 𝘨𝘢𝘷𝘦 𝘮𝘦 𝘵𝘩𝘦 𝘧𝘳𝘢𝘮𝘦𝘸𝘰𝘳𝘬 𝘵𝘩𝘢𝘵 𝘐 𝘸𝘢𝘴 𝘮𝘪𝘴𝘴𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘐 𝘥𝘪𝘥𝘯'𝘵 𝘬𝘯𝘰𝘸 𝘵𝘩𝘢𝘵 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥.
— Christy W.

WealthOps Collective

Empowering Professionals to Be the CEOs of Their 7- and 8-Figure Portfolios

• Manage Your Wealth with clarity and confidence.
• Build a Thriving, Diversified Portfolio designed for growth and income.
• Achieve Financial Independence to live the life you want.

WealthOps is a personal wealth management framework, designed specifically for high-earning professionals. 

You can transition from a full time money-maker to full time money-manager. DM "portfolio" to find out more.

wealthops.io

Advisor

Origin Investments

Assistant Vice President

Investor Relations Senior Associate

Investor Relations Associate

Freewell

Personal Care products designed for professional athletes, made for you!
Our products are made with clean and ethical ingredients that don't come at an expense to your well-being or the planet. We have reinvented the way personal care products are designed, simplifying how they are used. No longer stress about your self-care routine, get more from your products in less time!

BETTER * CLEANER * SAFER + MORE EFFICIENT

Deep Condition Differently... with POWERGLOSS, our 1st Award Winning clean Ingredient Hair + Scalp Treatment, you can do outside the shower. Discover your best hair without the complicated process.

Osprey- Redefining Icons

Osprey is a female only vetted membership community for sports and entertainment. Exclusive networking, coaching, resources, and events inside the nest.

Osprey Coach

CREW Chicago

Member

Pritzker Realty Group

Provided underwriting support and market research in relation to PRG's acquisition, disposition, financing and asset management activities. Worked on Multifamily developments in Mexico and Boston.

Senior Investment Analyst

DBRS

Conducted site inspections and underwriting of all major property types and composed Presale Reports distributed to investors

Financial Analyst

Marquette University

Student-Athlete

NAI MLG Commercial

• Collected data and updated databases in order to assist in the continual tracking of leased or sold building comparables while finding more efficient approaches
• Accompanied brokers on site tours & client meetings to understand basic building structures, consumer interactions & substance of each user 
• Conducted research, such as demographics, aerial mapping & tax information, resulting in control of industrial sector’s marketing through social media 
• Assisted brokers in marketing materials, client reports & presentation materials in order to aid in their branding to potential users 
• Prepared materials for bi- weekly industrial meetings including new listing reports and agenda
• Occasionally performed errands and outside assignments, such as opening a building, photographing a listed property, or delivering correspondence to a client

Industrial Broker Intern

Wulfe & Co.

• Shadowed broker on expanding shopping center project to gain knowledge in the development process 
• Aided with search and contact of potential tenants in hopes of finding future lessees through walk-ins and drives within the market
• Gained insight into on site property tours while attending and observing visits of potential sites for clients
• Looked over leases and blueprints to gain understanding of the basic structure & assembly of these documents

Broker Shadow

•	Native Texan with Hispanic roots 
•	Grew up attending family’s property tours, meetings and helped with his real estate portfolio
•	Moved to Wisconsin to play soccer in college
•	Double-majored in Finance and Real Estate
•	Migrated to Chicago & spent two years as an underwriting analyst for commercial mortgaged backed securities
•	Took an opportunity to underwrite for the Pritzker family office 
•	Recruited to join a private equity real estate Fund 
•	Have been spending many years helping investors with their questions and concerns 
•	Joined as a coach at Osprey, a community for sports and entertainers. 
•	Combined my love of athletics, financial literacy and investor relations to advise for FreeWell, an ingredient-conscious personal care brand for those “on the go”
•	Started a podcast to help people feel more confident and educated in their investment decisions: https://hdyk.buzzsprout.com

I find great joy in helping investors feel more confident and educated when making decisions for their financial future. Please don’t hesitate to reach out 😊 ... especially if you have any chipping or driving tips ⛳

taplio

The Battle

Christopher Nelson

Isabela Carrasco

Followers

Posts

Engagements

Likes

Performance ScoreChristopher Nelson's LinkedIn Performance

Ready to grow your LinkedIn presence?

taplio

The Battle

Christopher Nelson

Isabela Carrasco

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Christopher Nelson's LinkedIn Performance

Ready to grow your LinkedIn presence?

Performance ScoreChristopher Nelson's LinkedIn Performance