Where big dreams are met with bold solutions.

At Real Talk Capital, we are democratizing the family office model to deliver real solutions to those who are uncomfortable settling for the status quo.

ABOUT REAL TALK

A different approach to Wealth Management.​
We believe that the traditional financial model is an echo chamber of outdated ideas and solutions that provide little value. Slapping 1% on your money earned and calling it “management” is not fair.
We believe that most of the value we create together will come from non-traditional advice and solutions that most financial advisors don’t understand themselves. The best financial advice must encompass everything that touches your life financially.

Investing  /  Legal  /  Real Estate  /  Lending

Taxes  /  Risk Management  /  Income Planning

Insurance  /  Entrepreurship  /  Executive Compensation

Who We Work With

Proven financial advice and guidance for where you are today.

Entrepreneurs
Your business is the most important asset you have. Real Talk was founded by entrepreneurs and built for entrepreneurs. We align your personal financial objectives with your business objectives, which creates a superior outcome.

We will work to help you increase cash flow, minimize taxes, and build your business for maximum enterprise value. We do this while simultaneously preparing your personal balance sheet to support your lifestyle after exiting your business.
Schedule a Consultation
Corporate Executives
Our team has experience helping senior corporate executives maximize their earnings potential within their current organizations, through transitioning to a strategic competitor, and through monetizing their experience within private equity.

Executive compensation, quarterly board meetings, and managing your executive value are all specialized considerations that must be properly advised on.
Schedule a Consultation
Work Optional Investors
Ready to make work optional? This is when you start to use count on your portfolio as a primary source of income. and need a specialized approach to help you create a secure and consistent income to assure your lifestyle is not compromised.

We developed a proprietary income strategy approach Secured Asset Flexible Execution (S.A.F.E.) which helps you distribute lifetime income from your portfolio in a way that secures your lifestyle through predictable income while also investing in a way that provides a maximum legacy to your heirs or charities.
Schedule a Consultation

Our APproach

Tailored advice driven by your unique goals.

01

Get to Know You

We get to know who you are and where you want to go.

02

Success Roadmap

You will know what you need to do each month and where you need to get to in order to live the life you love while making work optional.

03

Where to Invest

We show you the exact investments to make and manage them for you to give you the best chance of meeting your goals without taking unnecessary risks.

04

Regular Meetings

Recurring meetings to review your progress on your plan, investments, and to make any necessary changes to give you the best chance to meet your goals.

05

How to Level Up

We encourage and guide you to pursue entrepreneurial endeavors, advance within your organization, or any other career opportunities.

06

Stay Informed

We continually provide the best education and information you need to make sure you are maximizing your wealth and life experiences.

Testimonials

Hear from Our Clients

As Seen On

Contact Us

It's time to cut the high fees, cut the confusing talking, CUT THE Bull!

If you are ready for REAL Wealth Building and REAL Wealth Management, from REAL Advisors delivering REAL Results, let’s connect.

Our Ten-Minute Zoom Meeting Promise:

By scheduling a 10 min zoom with us, you will become a much more informed consumer of financial services than you were before our meeting. Of course, we would love an opportunity to earn your business but equally important is our reputation. We will make sure you leave the meeting with a positive experience.

Scroll to Top

Special Offer

Get a Qualified Second Opinion

Already have an advisor or doing it yourself? How sure are you/they are doing what is right? For a small flat fee of $500 you will receive a detailed analysis of what you really are paying, how it’s performing, and whether it’s in alignment with your current goals.

Don’t bury your head in the sand. Use this opportunity to become informed and take control of your financial future. This can be a very eye-opening experience for most investors.

Contact Us

    CONTACT US

      WHY REAL TALK?

      Play Video

      Electives

      Elective options vary depending on which membership level a client has selected.