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Private Financial Strategy Consulting for High-Net-Worth Individuals

Smart Wealth Strategies for High-Net-Worth Individuals & Entrepreneurs

You’ve built wealth—now make it work for you. I provide high-end financial consulting to help you structure investments, optimize portfolio management, and build a long-term financial strategy. Whether you’re navigating asset allocation, tax efficiency, or evaluating private investment opportunities, I provide customized financial solutions for HNW investors.

Trusted by investors and executives managing millions.

CFA Charterholder &
renowned financial expert

Experienced in portfolio management, risk strategies,
and financial planning

Unbiased – I provide advice,
not sell financial products

Custom solutions for
complex financial needs

Exclusive Consulting Services

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Portfolio Management &Investment Strategy

  • Develop personalized investment strategies based on your financial goals.
  • Optimize asset allocation across equities, fixed income, alternatives, and private markets.
  • Implement risk-adjusted investment approaches tailored to your risk tolerance.
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Financial Planning & Wealth Optimization

  • Structure long-term financial plans for wealth preservation and growth.
  • Utilize tax-efficient investment strategies to maximize returns.
  • Develop estate planning and succession strategies in collaboration with legal professionals.
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High-Net-Worth Financial Advisory

  • One-on-one strategic consulting (sessions or ongoing retainers).
  • Exclusive access to market insights, portfolio stress testing, and risk optimization.
  • Confidential, unbiased advice – not tied to banks or commission-based products.
Oryana Slider

Portfolio Management & Investment Strategy

  • Develop personalized investment strategies based on your financial goals.
  • Optimize asset allocation across equities, fixed income, alternatives, and private markets.
  • Implement risk-adjusted investment approaches tailored to your risk tolerance.
Oryana Slider

Financial Planning & Wealth Optimization

  • Structure long-term financial plans for wealth preservation and growth.
  • Utilize tax-efficient investment strategies to maximize returns.
  • Develop estate planning and succession strategies in collaboration with legal professionals.
Oryana Slider

High-Net-Worth Financial Advisory

  • One-on-one strategic consulting (sessions or ongoing retainers).
  • Exclusive access to market insights, portfolio stress testing, and risk optimization.
  • Confidential, unbiased advice – not tied to banks or commission-based products.
Oryana Slider

Portfolio Management & Investment Strategy

  • Develop personalized investment strategies based on your financial goals.
  • Optimize asset allocation across equities, fixed income, alternatives, and private markets.
  • Implement risk-adjusted investment approaches tailored to your risk tolerance.
Oryana Slider

Financial Planning & Wealth Optimization

  • Structure long-term financial plans for wealth preservation and growth.
  • Utilize tax-efficient investment strategies to maximize returns.
  • Develop estate planning and succession strategies in collaboration with legal professionals.
Oryana Slider

High-Net-Worth Financial Advisory

  • One-on-one strategic consulting (sessions or ongoing retainers).
  • Exclusive access to market insights, portfolio stress testing, and risk optimization.
  • Confidential, unbiased advice – not tied to banks or commission-based products.

Pricing &
Engagement Options

Wealth Strategy Sessions

$500/Hour

For one-time deep dives: portfolio construction, risk analysis, and tax-efficient investment structuring.

Get Started

Ongoing Financial Advisory

$5,000/quarter 

For clients who want structured, high-level financial consulting with defined engagement. Includes two meetings per quarter and one business day email support.
Get Started

Comprehensive Financial Blueprint

$10,000-$25,000

One-time engagement with a custom investment roadmap, risk analysis, and 5 separate 1-hour strategy sessions.
Get Started

How It Works

Apply for an Initial Strategy Session

Limited spots available each month.

I Assess Your Needs & Goals

Custom-tailored solutions for portfolio management, financial planning, and wealth structuring.

Receive Personalized Plan

You Receive a Personalized Financial Plan or Ongoing Advisory. Based on your engagement level.

See My Reviews

Frequently Asked Questions

Are you a financial advisor?

No, I provide independent financial consulting without selling investment products or managing your money

How are you different from a wealth manager?

Unlike traditional private banks, I offer conflict-free, high-level financial strategies without commission incentives.

Who is this for?

High-net-worth individuals, entrepreneurs, and executives who want advanced financial planning and portfolio management expertise.

Limited Availability –
Work With Me

I only take on a small number of high-net-worth clients to ensure premium service. If you’re serious about optimizing your wealth strategy, apply below.

Apply for a Private
Strategy Consultation

I only take on a limited number of high-net-worth clients each month. Please complete this brief application to see if we’re a good fit.
Financial Strategy
1. Basic Information

City and Country, useful for tax considerations

2. Financial Profile
3. Engagement Level
4. Final Questions
After reviewing your application, I will reach out to schedule a call if we’re a good fit. Due to high demand, I can only accept a limited number of clients per month.

Contact Me

Feel free to reach out to discuss your freelance project needs, and let’s collaborate on bringing your vision to life!

    Ryan O’Connell, CFA © 2023 | All Rights Reserved