Wealth, measured in more than money.
Every client has access to all five dimensions. Most pick one or two to work on in a given year, and we follow their lead. Only the first is measured in dollars — and its highest use is funding the other four.
Capital
Portfolios, tax, income, estate — engineered as one coordinated plan, not a stack of disconnected products.
Your coordinated plan, and a Pillar Review every year.
Agency
The standing freedom to say yes — or no — without checking a balance first. Time is the only thing wealth can buy that matters.
The Optionality Map: your runway, liquidity, concentration, a 40% market-drop test, and the date work becomes optional.
Health
None of the numbers matter without the energy to live them. We plan for what a health event would cost you, so it doesn’t cost you the plan.
The Contingency Model: what a disability, long-term care or an early death would do to the plan, and how each is covered.
Meaning
Purpose, presence, and the quiet confidence of knowing what your wealth is for. Without it, more is just noise.
Your Purpose Statement and your “enough” number, in your own words.
Legacy
Relationships, generosity, and what your wealth teaches the people who will outlast you.
The Legacy File: documents checked, the people who’d act for you confirmed, a letter to your family, and a family meeting if you want one.
One plan, built around the parts of life that matter to you — because a portfolio that grows while the rest of life shrinks isn't wealth.
One dimension a year, done properly.
A short questionnaire once a year, before your strategy meeting.
If one of these moved in the next twelve months, which would change your life most? You choose. We don’t assign.
We build the deliverable, walk you through it, and agree on no more than three decisions.
The change in that score is where your next strategy meeting starts.
Want to see where you stand?
Book a 30-minute call →Most advisors do one thing and react to the rest.
We run all seven areas of your financial life as one deliberate process — so every pillar gets attention on a schedule you can see, and you always know which one we're on.
Every part of your financial life, on purpose
Investment planning · tax planning · cash flow & debt · risk & insurance · retirement income · estate & legacy — and the integrated planning that ties all six together. One accountable professional, never a product shelf.
View all services →You'll never wonder when you'll hear from us
A great physician doesn't wait for your call. Scheduled strategy meetings, a fixed service calendar, and planning built around your Critical Financial Events — the moments, planned and unplanned, that actually move your finances.
How we invest →The Fathom service lineup
Investment Management
Strategic, data-driven portfolios designed around your goals and risk.
Tax Optimization
Minimize your tax burden across the short and long term.
Direct Indexing
Personalized index portfolios with automatic tax-loss harvesting.
Retirement Planning
Maintain the lifestyle you've worked for, with confidence.
Trust & Estate
Preserve and pass on wealth — CRTs, GRATs, SLATs, and more.
Financial Planning
A completely customized plan for your whole financial picture.
Alternative Investments
Access to private equity, VC funds, and angel opportunities.
Education Planning
Tax-efficient funding strategies for the next generation.
Business & Succession
401(k) plans, succession, and small-business tax strategy.
Seventeen years building, managing, and stress-testing portfolios.
I've spent my career in research, trading, portfolio design, and comprehensive planning — across market cycles. Today I turn that experience into one clear outcome for clients: a work-optional, adventure-ready life, on their terms and their timeline.
Fathom Wealth is fee-based and fiduciary: rigorous, quantitative advice, with your best interest at the center of it.
Read Cameron's story →Insights from the practice
All insights →The Concentrated Equity Unwind
The framework behind our Diagnostic — concentration math, tax maps, and the 90-day plan.
Substantive, occasional, no noise
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A free, 25-minute conversation
No pitch, no obligation — your situation, and whether we can genuinely help.