Start here
Six paths, depending on why you came.
About 150 pages. Pick the one that matches you.
The paths
An advisor doing diligence
Start with the platform
What UX Wealth Partners does and what it does not. Then the disclosures — I hold ownership interests in the companies whose models and analytics the platform runs. Then what a TAMP actually costs, which applies to my own platform as much as any other. When you want the fit conversation rather than the reading, the intro call at uxwp.com is with me.
A journalist or a producer
Start with speaking
Topics, a short biography you can cut straight into a program, and a headshot. Previous appearances, and the ratings with their criteria — including which of the two was paid for. Deadlines get answered fastest on LinkedIn.
Someone considering working here
Start with the biography
Why four companies, why three of them stack, and the dates. Then the leadership writing, which is how I actually run things — including being the bottleneck and what I got wrong about scale. There is no jobs board. The contact page takes the note.
Weighing a partnership or an investment
Start with the companies
All four, including the one that does not fit the thesis. Then the affiliations in full, and the public registration record, which is maintained by regulators rather than by me.
We met, and you are checking
Start with the idea that stuck
If what stuck was the idea rather than the résumé, that is The Three Risks, or what going independent actually costs. The résumé version is on the biography.
You want to argue with something
Start with the writing
89 pieces across six sections and a 37-term glossary. Nothing is gated and nothing claims an investment result. If a piece is wrong, the contact page is the fastest way to tell me.
If you only read one thing
The argument this site exists to make: independence should not cost you the infrastructure. Advisors are told that going independent means giving up the tooling. The felt version is one person in a three-person firm who is the only one who knows how the rebalancing, the reporting, and the compliance file fit together. That trade is not real. The long version is the biography; the sharpest piece of it is The Three Risks.