You make good money. That’s not the same as being on track.
Prius Future’s Private Wealth practice helps professionals, entrepreneurs, and business owners turn income, equity, investments, and long-term goals into a coordinated wealth plan.
Build around your life.
Your career, business, income, investments, goals and risks — considered together.
Your financial decisions get more expensive as you earn more.
Somewhere between your first paycheck and your fifth raise, the questions get more expensive: Roth or traditional? Exercise the options or let them ride? Pay down the loan or invest it?
Everyone around you has an opinion. Almost nobody has your actual numbers.
Prius Future’s Private Wealth practice exists for exactly that gap — professionals, entrepreneurs, and business owners earning real money and making real decisions, who don’t have, or don’t yet want, a traditional wealth manager.
The help available today wasn't built around your full picture.
The issue isn't a lack of financial products. It is the lack of coordinated thinking around your career, income, goals, business, investments and risk.
Free Advice
A forum, a video, or a friend who “does well with money” has not seen your RSU schedule, your loan rate, your business or your actual goals.
Robo-Advisors
Automated portfolios can allocate investments, but a risk questionnaire does not know that your job may be the real asset behind your net worth.
Traditional Wealth
Traditional wealth managers can provide real judgment, but account minimums may be out of reach for people who still need coordinated planning today.
Wealth planning for the stage you're actually in.
Different stages create different financial decisions. The planning framework should reflect that.
Early-Career Professionals
You’ve gone from a bank balance to a paycheck to a 401(k) enrollment email you clicked “remind me later” on.
The habits you build on your first real salary matter more than the ones you’ll build on your fifth.
Entrepreneurs & Business Owners
Your net worth lives inside your company — which is the whole point, until it’s also the whole risk.
We help you build a life outside the business without starving the business of the capital it needs.
Established Earners & Growing Families
A mortgage, a 529, a 401(k) you rolled over once and haven’t looked at since.
Nothing is wrong. Nothing is coordinated, either.
More than your portfolio.
Your future earning power may be your biggest asset.
Most financial plans start with what’s sitting in a brokerage account. We start earlier — with your economic balance sheet, not just your financial one.
Every goal you’re working toward — a house, a child’s education, financial independence, an exit from your business — becomes a claim against that full picture.
We attach a number and a date to those goals so the plan becomes something you can actually make decisions around.
From financial complexity to a coordinated plan.
A straightforward process designed to connect your income, goals, investments, risk and long-term financial decisions.
See the Full Picture
Understand your economic balance sheet, future earning power, goals, obligations, business exposure and current investments.
Prioritize
Separate what you must fund from what you want to fund and what is aspirational — so trade-offs get made intentionally.
Allocate
Consider stocks, bonds, cash and other assets alongside the risk already present in your career or business.
Calculate the Number
Work backward from your goals to a concrete monthly or annual savings target that connects the plan to your paycheck.
The frameworks are easy. The decisions are where the value lives.
We focus on the practical choices that planning conversations often skip — the decisions that determine how your income actually becomes long-term wealth.
Claymore Consultants
Institutional investment discipline and outsourced CIO expertise applied to private wealth planning.
The same framework institutions use. Sized to your goals.
Institutions and family offices don’t wing it. They use structured investment frameworks to determine how capital gets allocated, how managers are evaluated, and how much risk each dollar is allowed to carry.
Prius Future’s Private Wealth practice puts that same discipline behind your planning through our partnership with Claymore Consultants.
You don’t need a nine-figure balance sheet to benefit from disciplined planning. The framework is sized to your goals instead of an institution’s.
A better wealth plan starts with better decisions.
Goal-Based
Start with what you are actually trying to accomplish and when.
Tax-Aware
Consider the tax consequences of decisions before capital is moved.
Risk-Aware
Consider the risk already present in your career, business and investments.
Long-Term
Build decisions around a plan that can survive changing markets and changing life.
Before we get started.
Prius Future Inc. provides financial planning, education, and wealth planning guidance. Prius Future Inc. is not a registered investment adviser or broker-dealer, and does not manage client assets, exercise investment discretion, or recommend the purchase or sale of any specific security. The information and guidance provided are for educational and planning purposes only and do not constitute personalized investment advice, an offer, or a solicitation. Any specific investment or securities transaction should be implemented through your own licensed financial advisor, broker, or custodian.
You don’t need to have it figured out before you talk to us.
Tell us about your goals, your current situation, or the financial decision you're trying to make. Let's put a number and a plan behind it.