Optimize your wealth

FIDUCIARY SERVICES

FINANCIAL STRATEGY

A workspace featuring a laptop with a financial graph on the screen, a pen resting on a black notebook, a white coffee mug, and a view of a city skyline with water and tall buildings in the background.
Office desk with financial documents including graphs and pie charts, a pen, and a globe, with a cityscape visible through the window in the background.

MITCHELL NELSON, SENIOR WEALTH ADVISOR

A middle-aged man with gray hair and glasses in a business suit standing in an office with large windows overlooking a city skyline and water.

Before working for 20+ years in wealth advisory, I spent two decades as a systems software engineer at Bell Labs. I look at your finances and the markets the way an engineer looks at a diagram: optimize the inputs, reduce tax drag, and mitigate single points of failure. I give professionals with complex financial set-ups specialized coaching and blueprints, so your money can work as hard as you do.

Mitigate risk

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Manage earnings

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Preserve capital

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Stress-test your portfolio

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Mitigate risk · Manage earnings · Preserve capital · Stress-test your portfolio ·

My Services

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    30-minute wealth diagnostic

    Let's review your total financial landscape, identify immediate tax or allocation blind spots, and determine whether my systems-driven approach fits your goals. Schedule a call with me today.

    FREE

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    90-day blueprint

    One-time strategy project. We build a financial roadmap. I model your stock options, compensation, and tax buckets step-by-step–and you manage your money in your own accounts.

    FLAT FEE

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    Targeted corporate review

    Built for business owners and partners. I can audit your Buy-Sell agreements and liability insurance, set up Key-Person protection, and install advanced retirement structures that protect pre-tax income.

    FLAT FEE OR MANAGEMENT FEE

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    Fiduciary management

    Full ongoing fiduciary management of your assets when you’re just too busy. I take over portfolio management and ongoing rebalancing, with regular reviews, so your family’s wealth stays on track.

    MANAGEMENT FEE

My Process

Don’t worry about silly questions – there are none in finance. I meet people all the time with a confusing pile of financial paperwork or stock grants they feel embarrassed to ask their employer about. Here is how we build a clean working system:

Untangle the spaghetti

Bring your equity compensation, rollover 401(k), cryptic insurance policy, and your tax return. We lay it out and build the full picture.

Run the diagnostic

When writing code, you study the whole system first. We do the same thing with your finances: identify the biggest leaks, spot single points of failure (like 70% of your wealth sitting in your employer’s stock), and find any money you’re accidentally leaving on the table.

Design the blueprint

We build a clear, step-by-step plan that answers your big questions. Which account do I fund first? When do I sell shares? You get an actionable protocol, not paper gathering dust.

Put it on autopilot

If you love managing your accounts, you take the blueprint and run with it. If it’s taking too long and you want it off your plate, I manage the machine for you.

LET’S TALK

Book your 30-minute wealth diagnostic