Protecting Your Freedom, Preserving Your Wealth
At UnBound Capital, we help financially independent individuals sustain and enjoy the life they’ve worked hard to build. Our focus is on preserving wealth, generating tax-efficient income, and aligning your finances with the purpose and freedom you now have.
With a flat-fee model and hands-on partnership, we provide proactive investment oversight, strategic withdrawal planning, and ongoing support—so you can live confidently, give generously, and make decisions rooted in clarity, not fear.
Expert Financial Guidance, Flat Monthly Fee
Our guidance begins with a comprehensive review of your cash flow and overall financial landscape, providing clarity on sustaining your wealth and income goals. By leveraging real-time data and forward-looking strategies, we help you make confident, informed decisions that protect and grow your assets. We prioritize tax-efficient income planning, risk management, and optimizing your resources—ensuring your financial freedom lasts a lifetime. All delivered through a flat, transparent monthly fee.
Tax-Efficient Distributions
Legacy & Charitable Planning
Social Security Timing
Capital Preservation Investment Management
How do we work
At UnBound, we take a focused, collaborative approach to wealth management—partnering with clients nationwide who have achieved financial independence and seek to preserve their freedom long term. Our personalized guidance helps you build a sustainable income and investment strategy aligned with your values and lifestyle. With a secure framework for monitoring your portfolio and ongoing expert advice, we empower you to make confident, informed decisions as you enjoy financial freedom today—and plan wisely for tomorrow.
What We Do for Wealth Management Clients
Comprehensive Financial Oversight
- Monthly reviews to monitor portfolio health, cash flow, and net worth growth
- Real-time reporting on spending, investment performance, and income sustainability
Capital Allocation & Investment Strategy
- Optimize asset allocation across taxable, tax-deferred, and tax-free accounts
- Develop investment strategies tailored to your evolving goals and risk tolerance
Scenario Planning & Risk Management
- Conduct income sustainability analyses and “what-if” scenarios to safeguard your plan
- Identify potential risks and implement contingency strategies for market or lifestyle changes
Income & Withdrawal Optimization
- Design tax-efficient withdrawal plans to maximize after-tax income
- Coordinate income from investments, Social Security, pensions, and other sources
Lifestyle & Goal Alignment
- Align financial strategies with your values and post-FI lifestyle goals
- Support planning for travel, philanthropy, second careers, or legacy initiatives
Custom Wealth Dashboards
- Create personalized dashboards for clear visibility into portfolio performance and cash flow
Hands-On, Ongoing Support
- Regular strategy calls and unlimited access via email and phone
- Optional in-person meetings for comprehensive reviews and planning
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Tax Efficiency Reviews
- Collaborate with your CPA to implement Roth conversions, charitable giving, and other tax-saving strategies
- Proactively manage tax planning to preserve wealth across generations
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Book your Get Started Meeting to explore your goals and gain insights into your financial health.
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We will return with prompt, actionable strategies.
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Let’s begin our journey. We will assist you in crafting a strategic plan for your Wealth Management Goals, delivering actionable guidance and continuous insights.
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Assess and Analyze. Always striving ahead. We are your dedicated ally in achieving independence.
Unlock Higher Returns with our Free Investment Cost Review.
The initial complimentary assessment aims to identify opportunities for you to increase returns and lower investment cost.
