Wealth isn’t theory. It’s control, clarity, and cash flow.
At Unbound Capital, we help individuals and families build and preserve wealth using disciplined, income-and-growth focused portfolios.
Our focus is on preserving capital, generating tax-efficient income, and aligning your finances with the purpose and freedom you now have. Our portfolios are
built from real companies and individual bonds that generate steady, tax-efficient income & growth — not speculation.
With one transparent
asset-based fee, 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
Who We Work With
We work with
individuals and families
who:
Want Clarity over Complexity
Value Consistency and Cash Flow
Believe Wealth with Should Serve a Purpose
Prefer Direct Ownership & Transparent Portfolios
A Return to Fundamentals
We believe wealth is built by focusing on what’s real—steady income, sound companies, and prudent management.
Our approach brings investing back to its roots:
disciplined selection, tangible cash flow, and long-term stewardship of capital.
A Better Way to Build Wealth
Our philosophy is simple:
Real companies | Real income | Real clarity
We construct portfolios of high-quality dividend stocks and individual bonds—built to generate consistent, tax-aware cash flow while protecting your wealth through disciplined risk management.
We design portfolios that produce reliable and growing income & growth using dividends and interest.
- Define the purpose – Understand goals, risk tolerance, taxes, and cash flow needs
- Design the income & growth blend – Allocate between dividend-paying companies with the right mix of Treasuries, corporates, CDs, and municipals.
- Build + monitor – Monitor risk, reinvest income, and adjust over time
Our custom portfolios we design generate
4.5% to 6.0% in annual income with a
total return target between
7% and 10%
annualized.
Disclaimer: Target returns are illustrative and not guaranteed. Actual results will vary and may be higher or lower. All investments involve risk, including possible loss of principal.
Market noise doesn’t matter when your portfolio pays you to own it.
🔁 Dividends and interest pay you while you invest
📉 Income helps you stay invested during volatility
📊 Cash flow compounds over time through reinvestment
🔐 Bonds provide stability and predictable maturity
The Client Experience
Always know what you own and why.
Understand how your income & growth target is generated.
Receive proactive communication, not reactive updates.
Experience a partnership built on trust, not transactions.
Built for Real Life
Our process supports every stage of life
Retirement Income Distribution
Business Liquidity Events
Legacy & Charitable Planning
Cash Flow for Life Transitions
Start Your
Build-to-Income™
Journey Today
Schedule a free strategy session and see how much more you could be keeping, protecting, and growing.
