High-income families work hard. But today, they face these problems:
😟High taxes
😩Hard-to-understand investments
😖A rising wave of scams targeting investors
We combine our technical background, investment experience and fiduciary-level education to help you protect your money, avoid scams, and invest with confidence.
✅High-income W-2 earners (tech, healthcare, specialist workers)
✅Families and Seniors who want prudent, scam-aware tax-optimized investing
✅Anyone tired of confusing financial advice
We explain everything simply. No pressure. No sales tricks.
We help families protect, grow, and simplify their wealth using:
🔬Science-based approach, compliance mindset
🔐Cybersecurity + Scam-prevention focus (more high-income earners lose money to scams than bad investments)
⚖️Tax-smart investment strategies (we show how the wealthy reduce taxes legally using real estate and alternative assets)
📖Education first, investing second
Managing Partner, Business Relations
Devon Chellevold earned his dual engineering degrees from Arizona State University and worked for companies such as NASA-JPL, etc. where he built things from scratch. Devon is an accredited investor and his investment style favors high quality, undervalued real estate.
Managing Partner, Operations
Imee Chellevold earned her Masters in Physics and worked for ON Semiconductor in PH and US. She has combined >10 years in research, education, engineering, equity investments and startups. She is qualified as Investment Adviser Representative (IAR) with Series 65.
Protect your accounts, your identity, and your investments using simple guides and tools.
Passive investments in cashflowing:
🤖Automated businesses as other income source (PizzaForno Licensee)
Designed for income + tax benefits.
Get more information on our current project.