Unbiased financial advice, focused solely on your success.
Secure your business's financial future, from one SaaS founder to another.
11+
Years Experience
150+
Business Owners Helped
$100M+
Assets Under Management
1,000+
in Force Policies
Why Book a Call With SaaS Wealth?
Minimize Risk
You’ve got your wealth tied up in your business, and that keeps you up at night. We help you build financial security outside the business, so one bad quarter never puts everything at risk.
Diversify
Your net worth rises and falls with the market’s ups and downs, and right now you don’t have a clear plan to protect it. We build a diversified strategy so your future isn’t riding on one bet.
Connect
You’re growing fast, but your network hasn’t kept pace with you. We connect you with the people and resources that help you break through whatever ceiling you’re facing next in your business.
Hear It Directly From a Client
“Working with Brandon gave me a roadmap. I know where I’m going, what I need to do to get there, and I can focus on living my life knowing my finances are on track.”
What's Next?
STEP 1.
Complete the Booking Form
We’ll review your information ahead of time so we can make the most of your 30-minute call and see if we’re the right fit for you.
STEP 2.
Fix Immediate Needs
We set the stage for everything that follows, so you can stay focused on growing your business.
STEP 3.
Build Your Strategy
We establish your business’s financial future with a personalized strategy that aligns with your vision and values.
Frequently Asked Questions
We specialize in working with founders and tech entrepreneurs, so our advice is built around the specific challenges of running a tech business, not generic financial planning. You also get access to a full ecosystem of vetted partners in law, tax, and mortgages, not just an advisor.
If you’re a founder or tech entrepreneur with wealth tied up in your business, and you’re looking for a financial partner who understands that world firsthand, we’re likely a strong fit. If you’re not sure, that’s exactly what the intro call is for. There’s no pressure and no obligation.
No. We start with a short survey to understand your situation, followed by a free 30-minute call to see if we’re the right fit.
No formal preparation is required, just complete the short form beforehand so we have some context on your situation. That way, we can make the most of our time together on the call.
Yes. While our team is based in Vancouver, we work with founders and entrepreneurs across all of Canada.