Secfi Wealth

Today we announced our launch of Secfi Wealth. It’s been a work in progress and my biggest focus for the last 12 months. We started with a small beta program back in February in which we started signing on select clients that we loved working with. The initial reviews were great and confirmed our hypothesis that startup operators wanted more help with their overall financial picture, starting with their stock options.

It’s been a fantastic ride. We’ve made a lot of mistakes, learned a ton, and built a ton in the last 12 months. I couldn’t be more excited that we’re officially launched and ready to take on more clients.

I’ll be resting this week and weekend on my vacation in Cabo. When I’m back next week, it’ll be game on. We’ve got ambitious goals and while we are all celebrating today and this week, we know we have a lot of work to do.