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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 DIY 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 Collective 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 75% of my paycheck with portfolio income -Built my DIY 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 → GO HERE: https://managingtechmillions.com DM -> "Portfolio" for more info.
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I started my podcast with zero audience and no plan. Two years later, it changed my life. I wanted honest talks about money, career, and building a real life—not the stuff you hear in boardrooms or from advisors. I had no idea where it would go. I only knew we needed better conversations. What happened next? Game changer. Here’s what two years behind the mic taught me 👇 1) 𝗣𝗮𝘀𝘀𝗶𝗼𝗻 𝗰𝗮𝗻 𝘁𝘂𝗿𝗻 𝗶𝗻𝘁𝗼 𝗽𝘂𝗿𝗽𝗼𝘀𝗲 I began with questions, not answers. No business model. No audience. But when you show up for what matters, purpose shows up too. Now, my mission is clear: help high-earning tech pros manage their wealth to unlock their dream lifestyle. 2) 𝗧𝗵𝗲 𝗼𝗯𝘀𝘁𝗮𝗰𝗹𝗲 𝗶𝘀 𝘁𝗵𝗲 𝘄𝗮𝘆 Money talk made me squirm. I worried about sounding foolish or saying too much. But leaning into discomfort built my confidence. The lesson? Growth hides in the hard stuff. (Trust me—I lived it.) 3) 𝗬𝗼𝘂𝗿 𝘁𝗲𝗰𝗵 𝘀𝗸𝗶𝗹𝗹𝘀 = 𝘄𝗲𝗮𝗹𝘁𝗵 𝘀𝗸𝗶𝗹𝗹𝘀 You build systems at work. You solve problems. Guess what? That’s wealth management. Your portfolio is a business. Run it like one. If you can lead a product team, you can lead your capital. 4) 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗰𝗼𝗻𝗳𝘂𝘀𝗶𝗼𝗻 𝗶𝘀 𝗻𝗼𝗿𝗺𝗮𝗹 Most tech pros I meet feel lost with money. Not because they’re careless. Because no one taught them. School missed it. Advisors complicate it. The system is broken, not you. 5) 𝗞𝗻𝗼𝘄𝗶𝗻𝗴 𝗶𝘀𝗻’𝘁 𝗱𝗼𝗶𝗻𝗴 People say, “I know I should manage my portfolio.” But they freeze. Why? No operating system. Wealth needs a plan, a cadence, a strategy—like any good business. That’s where WealthOps comes in. 6) 𝗪𝗲𝗮𝗹𝘁𝗵 𝗶𝘀 𝗮 𝘁𝗲𝗮𝗺 𝘀𝗽𝗼𝗿𝘁 You go further with the right people. Community brings clarity, support, and speed. I saw it firsthand. Solo works for a while. Teamwork wins the long game. 7) 𝗪𝗼𝗿𝗸 𝘀𝗺𝗮𝗿𝘁𝗲𝗿, 𝗻𝗼𝘁 𝗵𝗮𝗿𝗱𝗲𝗿 Money never sleeps. When you build systems, your cash works for you—24/7. Every dollar gets a job. Every investment serves a purpose. That’s real freedom. Podcasting cracked me open. Not just about money—but about people. We’re all walking the same maze, looking for clarity. If you’re a tech pro with new wealth, the shift from earner to owner is your next big move. You’re not behind. You’re not broken. You’re early. Want the frameworks I use? Link in comments 👇 Let’s build your roadmap. 💸
I followed 5 money rules—none made me wealthy. Sounds smart, right? Work hard. Save a lot. Invest in your company stock. Trust the experts. Wait for the big payday. But here’s reality: → I worked for equity in startups—first one went nowhere. → I trusted my paycheck—until I burned out. → I held my company stock—almost lost it all in one swing. → I listened to generic advice—felt lost anyway. → I waited for the “right time”—watched chances pass by. These “rules” sound good. But they keep high earners stuck. Here’s what I’ve learned: 1) Vision is nothing without a plan ↳ Wanting wealth isn’t enough. I needed a system. 2) Earning is not the same as managing ↳ Big paychecks mean nothing if you don’t run your portfolio like a business. 3) Equity is not a lottery ticket ↳ You need a plan for your RSUs and options—not hope. 4) Betting on one horse is risky ↳ All-in on one company stock? Dangerous. Diversify. 5) Wealth is not a hobby ↳ Treating money like a side project leaves you with side project results. What changed? I stopped following “smart” money beliefs. I started building my own roadmap. Now I teach tech leaders to do the same. - Move from money maker to money manager. - Systematize your wealth. - Build your own Micro Family Office. What money rule did you follow that held you back? Ready to step up and run your portfolio like the ultra-wealthy? Link in comments if you want to learn more. Follow + tap my 🔔 for daily tips on building and scaling your Micro Family Office.
Most high earners run their wealth like a side hustle. I run mine like a business—do you? For years, I watched smart people in tech make great money and grab big equity. But when it came to their wealth, everything looked scattered. - Spreadsheets everywhere - Advisors making all the calls - No real plan, just “hope for the best” I did the same at first. Then I burned out. My money worked as hard as I did—meaning, not at all. That’s when I built my own Micro Family Office. What changes when you do this? 1. You get total financial clarity. → No more guessing. You get a simple business plan for your wealth. Every investment, every goal, every dollar has a job. 2. Your wealth runs on strategy, not luck. → You follow a blueprint—set by you. Your portfolio matches your goals, risk, and life. No more knee-jerk decisions. 3. You get the edge of the ultra-wealthy—without their overhead. → You use tax strategy, asset protection, and structure. But you don’t need a $50M portfolio or a big staff. This is not about playing defense. It’s about building a real business around your wealth. One that works 24/7—so you can focus on what matters. I made the move from tech exec to “Portfolio CEO.” Now I help others do the same. Want to know how? I have a live event this week—few seats left. DM me “portfolio” if you want in. Hi 👋 I’m Christopher Nelson. I built and run my own Micro Family Office—and I teach tech pros how to run theirs. What’s stopping you from running your wealth like a business?
Memorial Day isn’t for us—it’s for those who signed a blank check with their lives. Most see a long weekend. A chance to sleep in. A reason for a cookout. A break from the grind. But that’s not why this day exists. Memorial Day began with loss. Born from pain. Built on sacrifice. It’s not a celebration. It’s not about joy. It’s not for leisure. It honors those who gave up comfort, plans, and time. Who said yes to something bigger than themselves. Who didn’t ask for praise or reward. They paid the price so we could live in freedom. Many never came home. Many families never got to say goodbye. When we forget this, we lose the meaning. Before you flip the next burger or scroll your feed: - Take a quiet moment for those who can’t anymore. - Speak the name of someone who gave everything. - Share a story that keeps them alive. - Let their legacy live on through your words. Their memory depends on what we choose to remember. Many are still serving—right now. I’m thinking of those who made the ultimate sacrifice. Who are you remembering today? Let’s make sure Memorial Day keeps its true meaning.
Micro Family Offices are the future. Traditional wealth management is failing the new rich. Every week I talk to tech professionals after a big exit. They have a new problem. - Too much advice that does not fit their situation - Advisors who do not get equity or complex pay - No one teaching them to run wealth like a business I know this feeling (been there). After my own IPO, I had more questions than answers. → Clueless about what to do next → Nervous about losing what I built → Blind to all the options on the table Most systems out there are NOT for people like us. - Under $1M? → You get surface-level tips. - Over $30M? → You join a private office club. - In between? → Welcome to the “service desert.” The real answer for tech wealth? Build your own system. Act as the CEO of your portfolio. Here is my “WealthOps Way” checklist: 1/ Architect your thesis → Know your purpose, know your numbers 2/ Build your Business → One business built to scale with structure 3/ Run with pre-built systems → Move from autopilot to ownership Now I teach this to others. I call it WealthOps. Take it from me—running my own micro family office changed my life. I still keep my systems simple. - Focus on income - Stay diversified - Keep control Big note: What you don’t know can cost you millions. Want to see how I built real financial freedom? WealthOps Way class is next week. Only a few seats left. → Join us (link in comments) 💸 I want to see more people become Portfolio CEOs. Are you ready to step up and own your wealth?
I turned my equity into real paychecks. Want to know how? When I went through my first IPO in 2012, I was scared sh*tless. Sudden wealth does NOT come with a guidebook. You get hit with a wave of questions: → How do I manage this money? → How do I make it last for my kids? → How do I turn this into real freedom? → How do I not screw up this opportunity? I saw plenty of people in tech blow their chance after an IPO. I did not want to be that person. Here’s what I did instead: → Built a clear plan connected to my "Why" (legacy focus) → Built a business around my portfolio (no more winging it) → Turned equity into “paychecks” (real income—sent to my account) Those paychecks replaced 75% of my W-2 salary. Now my portfolio works for me. The truth: Wealth creation and wealth management are two different games. Many tech pros win the first game, then lose the second. Don’t leave your financial future to chance. Plan ahead. If you want to KEEP what you earned, you need a system. You need a plan that turns windfalls into lasting income. That’s how you own your future—and build real freedom. Ready to run your portfolio like a business? Join my live event next week, application link in the comments 👇 Let’s build your roadmap. 💸
Quick networking ask from Regine Nelson and I in Madrid! ☕ I'm in Madrid for the next few days and would love to connect with anyone familiar with neighborhoods inside the M-30 ring. My family and I are considering spending a year here in 2026, so I'm gathering insights on schools, housing, and local life. If you're an early riser and up for coffee to share your Madrid expertise, I'd be grateful for the conversation!
You will die one day. Will you be proud of your emails or your impact? Hard truth: nobody hopes their legacy is inbox zero. Nobody wants to be remembered for: - Fast replies to Slack - Never missing a Zoom - Clearing every to-do We don’t get time back. → The only win is choosing how we use it. What lasts? - Time with family (real memories) - New places (real adventures) - Making a difference (even small) I made every possible work move. Chased bonuses. Chased titles. Chased exits. I got the money but lost the days. Lost time is gone forever. But your future time? You can buy it by changing the plan. How I did it: ✅ Architected a legacy and investment thesis (not “save more”) ✅ Built a Tax Effiecient Business Structure around my wealth. (Micro Family Office) ✅ Run it like a generational business that is for today and for the next generation. (Real Legacy) If you never invest in your freedom… You work for your paycheck until you’re old. LIFE IS TOO SHORT FOR THAT. Ready to design a life with more impact than email chains? Take the first step at my Live Event Next Week : https://www.wealthops.io/
I used to invest without direction. Now, I build a future with intention. I had money in different places. Jumped on trends. Listened to every so-called expert. 𝗕𝘂𝘁 𝗜 𝘄𝗮𝘀 𝘀𝗰𝗮𝘁𝘁𝗲𝗿𝗲𝗱. And so was my portfolio. Then, I sat down and asked myself one question: 𝗜𝗳 𝗺𝗼𝗻𝗲𝘆 𝘄𝗲𝗿𝗲 𝗻𝗼 𝗼𝗯𝗷𝗲𝗰𝘁, 𝗵𝗼𝘄 𝘄𝗼𝘂𝗹𝗱 𝗜 𝘄𝗮𝗻𝘁 𝘁𝗼 𝘀𝗽𝗲𝗻𝗱 𝗺𝘆 𝘁𝗶𝗺𝗲? At first, I thought the answer was simple. But it wasn’t. It was like asking a kid what they want to eat And they list every sugary dessert they can imagine. But too much sugar decays your health. 𝗔𝗻𝗱 𝘁𝗼𝗼 𝗺𝘂𝗰𝗵 𝗯𝗹𝗶𝗻𝗱 𝗰𝗼𝗻𝘀𝘂𝗺𝗽𝘁𝗶𝗼𝗻 𝗱𝗲𝗰𝗮𝘆𝘀 𝘆𝗼𝘂𝗿 𝗽𝘂𝗿𝗽𝗼𝘀𝗲. I saw it in people who retired without direction. They lost their edge. Their spark. Their drive. Meanwhile, others who pursued passion— Who mentored, taught, or gave back— Thrived. That’s when it clicked. I wasn’t just investing for money. 𝗜 𝘄𝗮𝘀 𝗶𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝗳𝗼𝗿 𝗽𝘂𝗿𝗽𝗼𝘀𝗲. And my purpose? To guide my boys from boys to men. That meant more to me than another IPO. More than any financial milestone. I wanted that to be my life’s greatest investment. And once I got clear on that—everything shifted. I became laser-focused. I built my portfolio with purpose. And I can show you how to do the same. Join my masterclass to get clear on your path. HTTP://wealthops.live
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