WEBINAR

The Missing Piece in Your Tax and Wealth Strategy

Discover the tax strategies and private investment access the ultra-wealthy have used for decades — now available to professionals earning $300K–$2M+

Watch Now

You Have Advisors. What You Don’t Have Is a System.

If you earn $300K–$2M+ annually, you likely have a CPA, financial advisor, and maybe an estate planner.

Each is good at their job. But they don’t work together.

That means:

  • Taxes overpaid
  • Investments lack tax coordination
  • Wealth strategy is fragmented

The result is simple: You lose money every year and that doesn’t have to happen.

That gap isn’t a small inefficiency. It often leads to tens or hundreds of thousands in missed opportunities annually.

This session is about solving that problem. Permanently.

What You’ll Learn

  • Why your current setup isn’t optimized for wealth
  • Turn RSU vesting events from tax liabilities into wealth-building triggers
  • How ClairFi’s proprietary AI engine uncovers hidden tax-saving opportunities
  • How S-Corp or LLC income owners generate 10x–15x ROI on their tax strategy
  • What a Private Wealth Office is

Who This Webinar Is For

  • Tech professionals with RSUs or equity compensation
  • Business owners earning $300K–$2M+ annually
  • Individuals paying $100K+ in taxes each year
  • Families looking for proactive, multi-year wealth strategy
  • Accredited investor seeking smarter, tax-advantaged investment opportunities
  • Anyone with advisors who don’t collaborate

Your Experts

Ryan Munoz

Managing Partner, Tax & Wealth Strategy

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Ryan Munoz

Managing Partner, Tax & Wealth Strategy

Ryan Munoz is ClairFi’s Managing Partner for Tax and Wealth Strategy, where he integrates advanced tax planning with long-term wealth design for high-income clients. Drawing on experience across traditional wealth management, family-office-style strategy, and sophisticated tax planning, Ryan structures income, investments, business entities, and estate decisions before they become permanent. As a licensed Investment Advisor Representative (IAR), he leads both the tax architecture and investment strategy behind ClairFi’s client solutions, helping business owners and high earners reduce lifetime tax exposure while aligning their wealth with their long-term goals.

Todd Gottel

Chief Investments Officer

Todd Gottel

Chief Investments Officer

Todd Gottel is a seasoned entrepreneur and Registered Representative with 30+ years of experience across finance, operations, and strategic leadership. At ClairFi, he leads investment strategy and partner sourcing, helping clients access vetted alternative investments and tax-optimized opportunities. A former Mayor of Rowlett, Texas, Todd blends public-sector leadership with private-sector expertise to drive long-term wealth outcomes.

Case Studies 

A Tech Executive Cuts Tax Rate in Half

A Google director earning $850K was in a 51% tax bracket.

Through coordinated tax strategy and structuring, we reduced it to 24% unlocking $230K+ in annual savings.

A repeatable blueprint for smarter wealth building.

Results vary. Strategies depend on individual circumstances.

$1M Deduction Unlocked for Business Owner

An S-Corp owner was overpaying taxes year after year.

We implemented an agricultural investment strategy generating $1M+ in first-year deductions while diversifying assets.

Called the most impactful tax move in 15 years.

Deductions vary based on eligibility. Not individualized advice.

Predictable Income Without Market Volatility

A couple wanted consistent income without market swings.

We structured a private credit strategy delivering 15% annual returns paid monthly.

Projected to double in value over three years.

Returns vary. Investments carry risk.

Tax-Deferred Dollars to Tax-Free Growth

A physician with $600K in an IRA faced a large tax burden.

We executed a Roth conversion strategy enabling $400K+ in lifetime tax savings and tax-free growth.

Results vary. Consult your advisor before decisions.

ClairFi is not a CPA firm or law firm. Tax filing and legal services are provided by vetted third-party licensed professionals. Investment advisory services* are provided by ClairAlpha Advisors LLC, a registered investment advisor.

Individual results vary. ClairFi does not guarantee specific tax savings or investment returns. All content is for educational purposes only and does not constitute personalized advice. Consult qualified professionals before making financial decisions.

*SEC Registration in process