Create. Your. Life.

Inkwell Private Wealth is an investment management and financial planning firm. It was born after a circuitous route 20 years and 20 jobs in the making.

We work with goobers and knuckleheads (psst, everybody). We serve creatives, scholar rogues, solopreneurs & 1099 hustlers.

Inkwell Private Wealth is an independent, fee-only fiduciary. Our mission is to distill objective financial information into subjective financial knowledge.

Investment Philosophy

TAX-CENTRIC

DIVIDEND STABILITY

INTENTIONAL GROWTH

We Respect Your Time & Must Build Trust

1) HOLDINGS + FEES - Full Transparency and Accountability Every Step Of The Relationship.

2) CLEAR EXPECTATIONS -

TIME: On-Boarding & Annual Time Commitments of 3+ Hours

CONTRIBUTION RECOMMENDATION: Mama always said, “pay yourself first.” Can you commit to recurring monthly contributions?

3) INDEPENDENT FIDUCIARY - Zero Commissions or Kickbacks, NO Disincentivizing Corporate Ethos, And We Acknowledge Client Interests > Firm Interests.

Anyone can become a client. You must be willing to invest time, energy, and money in yourself. Talk soon.