Wealth Management for
Those Who Push Boundaries.
We work with executives and business owners whose financial complexity has outgrown what they want to handle.
Who We Are
We founded Cloud Capital as an independent advisory firm.
It was our mission from the onset to build an independent firm with no products to push and no parent company in the picture.
Every solution we recommend is sourced on merit — chosen for what it does for the client, not for what it does for us.
Trusted Across the Country
Wherever You Are,
So Are We.
From Pacific Northwest founders to Manhattan deal-makers, Miami family offices to Southern California executives, Cloud Capital clients share one thing: financial lives that can’t be templated.
25+
States Served
Serving Clients in More Than 25 States
SEC
Registered RIA (2023)
Growing steadily since founding in 2022
3
National Offices
Seattle, WA / Irvine, CA / Boca Raton, FL
CFA
Team Credentials
CFA, AWMA
Our Clients
Business Owners, Executives, and Leaders.
Our firm is designed to support individuals and families facing multi-faceted financial circumstances that require advanced planning.
Founders
Pre-exit and post-exit
You built something, and now the financial questions are stacking up. What you do before a liquidity event and how you structure what follows has lasting consequences for your taxes, investments, and what comes next. Our advisors have been through the same transition, both as founders and as investors.
Business Owners
Growing and preparing to sell
You own and operate a business, and the line between your personal finances and your company finances is intentionally blurred. We help bring structure to both sides, aligning income, asset protection, corporate investment accounts, and company-sponsored plans with a thoughtful approach to succession planning.
Public Company Employees
Managing concentrated stock and long-term planning
RSUs, ISOs, ESPPs, and deferred compensation create real planning challenges if they go unaddressed. We work with employees at leading public companies, including Apple, Google, Meta, Microsoft, OpenAI, Anthropic, and SpaceX, where compensation is often heavily weighted toward equity. How much to hold, when to sell, and what to build toward all require a plan.
Pre-Retirees and Retirement Planners
Build an income structure that lasts
Whether you’re five years from stopping work or actively transitioning, we help you model the income you need, the risk you can carry, and the structure that makes your retirement plan durable.
Our Services
Full-Service Wealth Management, Built Around Your Complexity.
From investment allocation to tax strategy to estate structure, coordinated as a single plan.
01
Financial Planning
Balance sheets, expense modeling, cash flow projections, and goal-setting that informs every downstream decision.
02
Investment Management
Academically grounded, factor-based strategies with independent sourcing and a focus on long-term growth while reducing cost.
03
Transaction Planning
Pre-close planning for founders and business owners facing a sale or liquidity event — deal structure, tax positioning, and what to do with the proceeds.
04
Tax Strategy
Proactive planning designed to reduce tax exposure across income, investments, and liquidity events.
05
Estate Planning Guidance
Trust structures, beneficiary designations, and transfer tax planning to ensure your wealth reaches the people you intend.
06
Spending Analysis & Credit Sourcing
Modeling what you spend and identifying credit solutions that fit your balance sheet.
Our Approach and Perspective
Shaped by Experience.
Cloud Capital was created by people with experience operating businesses and managing capital. That experience shapes our work directly.
