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Helping 50+ Achieving Financial Freedom
Plan, Grow, and Safeguard Your Wealth With Trusted Expertise.
Helping 50+ Achieving Financial Freedom
Retirement Planning | Tax Optimization | Portfolio Design
Retirement Planning | Tax Optimization | Portfolio Design
Whether you’re an athlete planning for life after sports, an entrepreneur scaling wealth and managing risk, a retiree building sustainable income, or a legacy builder preserving wealth for future generations - We'll guide you toward the clarity and freedom you've been looking for.
Helping 50+ Achieving Financial Freedom
Plan, Grow, and Safeguard Your Wealth With Trusted Expertise.
Helping 50+ Achieving Financial Freedom
Retirement Planning | Tax Optimization | Portfolio Design
Retirement Planning | Tax Optimization | Portfolio Design
Whether you’re an athlete planning for life after sports, an entrepreneur scaling wealth and managing risk, a retiree building sustainable income, or a legacy builder preserving wealth for future generations - We'll guide you toward the clarity and freedom you've been looking for.
Helping 50+ Achieving Financial Freedom
Plan, Grow, and Safeguard Your Wealth With Trusted Expertise.
Helping 50+ Achieving Financial Freedom
Retirement Planning | Tax Optimization | Portfolio Design
Retirement Planning | Tax Optimization | Portfolio Design
Whether you’re an athlete planning for life after sports, an entrepreneur scaling wealth and managing risk, a retiree building sustainable income, or a legacy builder preserving wealth for future generations - We'll guide you toward the clarity and freedom you've been looking for.
Helping 50+ Achieving Financial Freedom
Plan, Grow, and Safeguard Your Wealth With Trusted Expertise.
Helping 50+ Achieving Financial Freedom
Retirement Planning | Tax Optimization | Portfolio Design
Retirement Planning | Tax Optimization | Portfolio Design
Whether you’re an athlete planning for life after sports, an entrepreneur scaling wealth and managing risk, a retiree building sustainable income, or a legacy builder preserving wealth for future generations - We'll guide you toward the clarity and freedom you've been looking for.
BY THE NUMBERS
- 7.9M+7.9M+
Served Worldwide
Client Accounts Served
$1T$1TAssets Serviced
Brokerage and advisory client assets, serviced or custodied.
1k1kPartners
Financial institution partners
#1#1Top RIA Custodian
Top RIA Custodian in the United States
Alexander Sutton is a registered representative with, and securities offered through, LPL Financial, Member FINRA/SIPC.
Alexander Sutton is a registered representative with, and securities offered through, LPL Financial, Member FINRA/SIPC.
Alexander Sutton is a registered representative with, and securities offered through,
LPL Financial, Member FINRA/SIPC.
BY THE NUMBERS
overview
Get The Financial Clarity You've Been Looking For
We make reaching your financial goals simple, wherever you are in your life journey. From portfolio management and risk reduction to tax strategy, we handle the details so you can confidently move toward a secure and prosperous future.
SERVICES OVERVIEW
What We Do
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Custom Portfolio Design
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Tax Optimization
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Retirement Income Planning
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Custom Portfolio Design
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Custom Portfolio Design
2-min watch
Tax Optimization
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Tax Optimization
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Retirement Income Planning
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Retirement Income Planning
SERVICES OVERVIEW
What We Do
2-min watch
Custom Portfolio Design
2-min watch
Custom Portfolio Design
2-min watch
Tax Optimization
2-min watch
Tax Optimization
2-min watch
Retirement Income Planning
2-min watch
Retirement Income Planning
OUR CLIENTS
OUR CLIENTS
Who We serve
Who We serve
Who We Serve
From Corporate to Carefree
Soon-To-Retire Corporate Clientele
Navigating market risks while transitioning from building wealth to generating income can be challenging. We provide tailored financial strategies to maximize growth, create sustainable income streams, and ensure a secure retirement.
PLANNING FOR LIFE AFTER SPORTS
Professional Athletes
Transitioning from an athletic career to long-term financial security comes with unique challenges. We provide tailored wealth management and tax strategies to build diversified investments, safeguard against lifestyle inflation, and ensure lasting financial stability.
BUILDING WEALTH BEYOND TECH
Tech Entrepreneurs
Managing the volatility of tech-driven wealth and reducing tax liabilities can feel overwhelming. We deliver personalized strategies to scale wealth, diversify income, and create sustainable financial security for future ventures or philanthropic goals.
From Growth to Generational Wealth
Families And Legacy Builders
Whether you’re planning your estate, managing wealth across generations, or protecting capital, we craft solutions to ensure financial security and sustainability.
From Growth to Generational Wealth
Families And Legacy Builders
Whether you’re planning your estate, managing wealth across generations, or protecting capital, we craft solutions to ensure financial security and sustainability.
From Growth to Generational Wealth
Families And Legacy Builders
Whether you’re planning your estate, managing wealth across generations, or protecting capital, we craft solutions to ensure financial security and sustainability.
BUILDING WEALTH BEYOND TECH
Tech Entrepreneurs
Managing the volatility of tech-driven wealth and reducing tax liabilities can feel overwhelming. We deliver personalized strategies to scale wealth, diversify income, and create sustainable financial security for future ventures or philanthropic goals.
BUILDING WEALTH BEYOND TECH
Tech Entrepreneurs
Managing the volatility of tech-driven wealth and reducing tax liabilities can feel overwhelming. We deliver personalized strategies to scale wealth, diversify income, and create sustainable financial security for future ventures or philanthropic goals.
PLANNING FOR LIFE AFTER SPORTS
Professional Athletes
Transitioning from an athletic career to long-term financial security comes with unique challenges. We provide tailored wealth management and tax strategies to build diversified investments, safeguard against lifestyle inflation, and ensure lasting financial stability.
PLANNING FOR LIFE AFTER SPORTS
Professional Athletes
Transitioning from an athletic career to long-term financial security comes with unique challenges. We provide tailored wealth management and tax strategies to build diversified investments, safeguard against lifestyle inflation, and ensure lasting financial stability.
From Corporate to Carefree
Soon-To-Retire Corporate Clientele
Navigating market risks while transitioning from building wealth to generating income can be challenging. We provide tailored financial strategies to maximize growth, create sustainable income streams, and ensure a secure retirement.
From Corporate to Carefree
Soon-To-Retire Corporate Clientele
Navigating market risks while transitioning from building wealth to generating income can be challenging. We provide tailored financial strategies to maximize growth, create sustainable income streams, and ensure a secure retirement.
From Corporate to Carefree
Soon-To-Retire Corporate Clientele
Navigating market risks while transitioning from building wealth to generating income can be challenging. We provide tailored financial strategies to maximize growth, create sustainable income streams, and ensure a secure retirement.
From Corporate to Carefree
Soon-To-Retire Corporate Clientele
Navigating market risks while transitioning from building wealth to generating income can be challenging. We provide tailored financial strategies to maximize growth, create sustainable income streams, and ensure a secure retirement.
PLANNING FOR LIFE AFTER SPORTS
Professional Athletes
Transitioning from an athletic career to long-term financial security comes with unique challenges. We provide tailored wealth management and tax strategies to build diversified investments, safeguard against lifestyle inflation, and ensure lasting financial stability.
PLANNING FOR LIFE AFTER SPORTS
Professional Athletes
Transitioning from an athletic career to long-term financial security comes with unique challenges. We provide tailored wealth management and tax strategies to build diversified investments, safeguard against lifestyle inflation, and ensure lasting financial stability.
BUILDING WEALTH BEYOND TECH
Tech Entrepreneurs
Managing the volatility of tech-driven wealth and reducing tax liabilities can feel overwhelming. We deliver personalized strategies to scale wealth, diversify income, and create sustainable financial security for future ventures or philanthropic goals.
BUILDING WEALTH BEYOND TECH
Tech Entrepreneurs
Managing the volatility of tech-driven wealth and reducing tax liabilities can feel overwhelming. We deliver personalized strategies to scale wealth, diversify income, and create sustainable financial security for future ventures or philanthropic goals.
From Growth to Generational Wealth
Families And Legacy Builders
Whether you’re planning your estate, managing wealth across generations, or protecting capital, we craft solutions to ensure financial security and sustainability.
From Growth to Generational Wealth
Families And Legacy Builders
Whether you’re planning your estate, managing wealth across generations, or protecting capital, we craft solutions to ensure financial security and sustainability.
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Get The Financial Clarity You've Been Looking For
overview
Whether you’re an athlete planning for life after sports, an entrepreneur scaling wealth and managing risk, a retiree building sustainable income, or a legacy builder preserving wealth for future generations, we’re here to guide you every step of the way.
BLOG ARTICLES AND RESOURCES
The Latest In Everyday Finance
The Latest In Everyday Finance
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Safeguarding Your Identity: Essential Tips for Financial Security
In today’s digital age, identity theft threatens your finances, so it’s crucial to understand the risks and take proactive measures.
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A Different Kind of Year-End Review: 10 Steps to Reflect and Recharge
We invite you to conduct a personal year-end review encompassing all aspects of your life.
Everyday Finances
A Different Kind of Year-End Review: 10 Steps to Reflect and Recharge
We invite you to conduct a personal year-end review encompassing all aspects of your life.
Everyday Finances
Safeguarding Your Identity: Essential Tips for Financial Security
In today’s digital age, identity theft threatens your finances, so it’s crucial to understand the risks and take proactive measures.
Everyday Finances
A Different Kind of Year-End Review: 10 Steps to Reflect and Recharge
We invite you to conduct a personal year-end review encompassing all aspects of your life.
Everyday Finances
Safeguarding Your Identity: Essential Tips for Financial Security
In today’s digital age, identity theft threatens your finances, so it’s crucial to understand the risks and take proactive measures.
Everyday Finances
A Different Kind of Year-End Review: 10 Steps to Reflect and Recharge
We invite you to conduct a personal year-end review encompassing all aspects of your life.
ODYSSEY
ODYSSEY
CAPITAL
CAPITAL
SERVICES OVERVIEW
What We Do
2-min watch
Custom Portfolio Design
2-min watch
Custom Portfolio Design
2-min watch
Tax Optimization
2-min watch
Tax Optimization
2-min watch
Retirement Income Planning
2-min watch
Retirement Income Planning
OUR CLIENTS
Who We serve
From Corporate to Carefree
Soon-To-Retire Corporate Clientele
Navigating market risks while transitioning from building wealth to generating income can be challenging. We provide tailored financial strategies to maximize growth, create sustainable income streams, and ensure a secure retirement.
From Corporate to Carefree
Soon-To-Retire Corporate Clientele
Navigating market risks while transitioning from building wealth to generating income can be challenging. We provide tailored financial strategies to maximize growth, create sustainable income streams, and ensure a secure retirement.
PLANNING FOR LIFE AFTER SPORTS
Professional Athletes
Transitioning from an athletic career to long-term financial security comes with unique challenges. We provide tailored wealth management and tax strategies to build diversified investments, safeguard against lifestyle inflation, and ensure lasting financial stability.
PLANNING FOR LIFE AFTER SPORTS
Professional Athletes
Transitioning from an athletic career to long-term financial security comes with unique challenges. We provide tailored wealth management and tax strategies to build diversified investments, safeguard against lifestyle inflation, and ensure lasting financial stability.
BUILDING WEALTH BEYOND TECH
Tech Entrepreneurs
Managing the volatility of tech-driven wealth and reducing tax liabilities can feel overwhelming. We deliver personalized strategies to scale wealth, diversify income, and create sustainable financial security for future ventures or philanthropic goals.
BUILDING WEALTH BEYOND TECH
Tech Entrepreneurs
Managing the volatility of tech-driven wealth and reducing tax liabilities can feel overwhelming. We deliver personalized strategies to scale wealth, diversify income, and create sustainable financial security for future ventures or philanthropic goals.
From Growth to Generational Wealth
Families And Legacy Builders
Whether you’re planning your estate, managing wealth across generations, or protecting capital, we craft solutions to ensure financial security and sustainability.
From Growth to Generational Wealth
Families And Legacy Builders
Whether you’re planning your estate, managing wealth across generations, or protecting capital, we craft solutions to ensure financial security and sustainability.