Individuals and Families

Our clients make us who we are. They cover a broad spectrum of professions, cultures, demographics, and stages in life. Whether you’re a young professional, starting a family, or in the prime of your career…we have a plan for you at Aurelien Capital Partners.

The Accumulator

“High Income Earning but not Financially Free”

As a high-income earner in the accumulation phase of your life, you may have a number of financial challenges and opportunities to navigate. These can range from understanding your employee benefits or establishing tax-advantaged savings accounts, to repaying student debt and saving for a home purchase. We are here to guide through this accumulation phase and on the right track for your financial journey.

The Riser

“Financial Freedom with the Passion to Work”

As you enter the peak of your career, you may experience a pivotal moment of financial freedom—where your debts are all paid, and you’ve accumulated enough wealth to support your lifestyle and invest excess cash savings. In some cases, even making your job optional. This position of power creates a number of financial opportunities and considerations to explore.

The Flier

“High Income Earning but not Financially Free”

As a high-income earner in the accumulation phase of your life, you may have a number of financial challenges and opportunities to navigate. These can range from understanding your employee benefits or establishing tax-advantaged savings accounts, to repaying student debt and saving for a home purchase. We are here to guide through this accumulation phase and on the right track for your financial journey.