Right here with you

While the financial industry hides behind complexity, we choose to stand beside you. You'll never have to guess what we're doing, why we're doing it, or what it costs. Direct, with respect.

See if we’re a fit

Check us out on the Kitces Podcast

Right here with you

While the financial industry hides behind complexity, we choose to stand beside you. You'll never have to guess what we're doing, why we're doing it, or what it costs. Direct, with respect.

See if we’re a fit

Check us out on the Kitces Podcast

Right here with you

While the financial industry hides behind complexity, we choose to stand beside you. You'll never have to guess what we're doing, why we're doing it, or what it costs. Direct, with respect.

See if we’re a fit

Check us out on the Kitces Podcast

The Hidden Cost of Success

You've done everything right.
But something still keeps you up at night.

Illustration of dad pushing a stroller

Family Time Slipping Away

Illustration of a person relaxing in a hammock

Freedom to Retire Early

Illustration of a hand holding scissors and cutting a tax bill

Income Tax Feels Illegal

The Hidden Cost of Success

You've done everything right.
But something still keeps you up at night.

Illustration of dad pushing a stroller

Family Time Slipping Away

Illustration of a person relaxing in a hammock

Freedom to Retire Early

Illustration of a hand holding scissors and cutting a tax bill

Income Tax Feels Illegal

The Hidden Cost of Success

You've done everything right.
But something still keeps you up at night.

Illustration of dad pushing a stroller

Family Time Slipping Away

Illustration of a person relaxing in a hammock

Freedom to Retire Early

Illustration of a hand holding scissors and cutting a tax bill

Income Tax Feels Illegal

Chris BW
Jack BW
Illustration of Gene thompson
illustration of Stephanie Nemechek
illustration of Stephanie Nemechek
Our Team
Our Team

Real Expertise, Realer People

Real Expertise, Realer People

With life experience also comes mastery of our craft.

Our team is not born into wealth, and we all understand the feeling of hearing, "Christmas might be a little light this year" or "We can't afford that." These shared experiences bind us and make us uniquely qualified to understand you and your finances.

We funded our education through student loans or military service and built our business on savings, debt, and hard work. We paved our path with integrity and are appalled when other financial advisors push products to honest people.

Your financial well-being is the most important to us, and we're dedicated to helping you safeguard it.

With life experience also comes mastery of our craft.

Our team is not born into wealth, and we all understand the feeling of hearing, "Christmas might be a little light this year" or "We can't afford that."

We funded our education through student loans or military service and built our business on savings, debt, and hard work.

We paved our path with integrity and are appalled when other financial advisors push products to honest people.

Your financial well-being is the most important to us, and we're dedicated to helping you safeguard it.

With life experience also comes mastery of our craft.

Our team is not born into wealth, and we all understand the feeling of hearing, "Christmas might be a little light this year" or "We can't afford that." These shared experiences bind us and make us uniquely qualified to understand you and your finances.

We funded our education through student loans or military service and built our business on savings, debt, and hard work. We paved our path with integrity and are appalled when other financial advisors push products to honest people.

Your financial well-being is the most important to us, and we're dedicated to helping you safeguard it.

Meet Our Team

The Results Speak For Themselves

Here's what our clients say.

We recently started working with Iconoclastic Capital, and even though I’m not the more financially-focused partner in our household, the team – Chris, Gene, Jack, and Stephanie – made everything clear and easy to understand. They’ve given us peace of mind, knowing we have a knowledgeable and approachable sounding board for all our strategic financial decisions. Plus, their newsletter is insightful and witty, and their communication design is truly chef’s kiss! Highly recommend!

Nick D. - Rochester, NY

The Results Speak For Themselves

Here's what our clients say.

We recently started working with Iconoclastic Capital, and even though I’m not the more financially-focused partner in our household, the team – Chris, Gene, Jack, and Stephanie – made everything clear and easy to understand. They’ve given us peace of mind, knowing we have a knowledgeable and approachable sounding board for all our strategic financial decisions. Plus, their newsletter is insightful and witty, and their communication design is truly chef’s kiss! Highly recommend!

Nick D. - Rochester, NY

The Results Speak For Themselves

Here's what our clients say.

We recently started working with Iconoclastic Capital, and even though I’m not the more financially-focused partner in our household, the team – Chris, Gene, Jack, and Stephanie – made everything clear and easy to understand. They’ve given us peace of mind, knowing we have a knowledgeable and approachable sounding board for all our strategic financial decisions. Plus, their newsletter is insightful and witty, and their communication design is truly chef’s kiss! Highly recommend!

Nick D. - Rochester, NY

How We Partner With You

Every option includes a dedicated CFP® professional and the full Icono team.

One-Time Plan

Planning Project

A complete financial plan, delivered once. You put it in motion.

Support from the full Icono team

Dedicated CFP® professional

Financial plan and model

Tax projections and analysis

Ongoing portfolio management

Tax-loss harvesting

Annual plan updates

Advanced equity compensation

Estate documents with attorney support

Priority meetings and response

See if we’re a fit

Foundation Tier

GWM Essentials

Ongoing planning with your CFP® professional, year after year.

Support from the full Icono team

Dedicated CFP® professional

Financial plan and model

Tax projections and analysis

Ongoing portfolio management

Tax-loss harvesting

Annual plan updates

Advanced equity compensation

Estate documents with attorney support

Priority meetings and response

See if we’re a fit

Full Service

GWM Premier

Full wealth management. We plan, implement, and coordinate.

Support from the full Icono team

Dedicated CFP® professional

Financial plan and model

Tax projections and analysis

Ongoing portfolio management

Tax-loss harvesting

Annual plan updates

Advanced equity compensation

Estate documents with attorney support

Priority meetings and response

See if we’re a fit

See every service we offer →

As Seen In

  • Text that reads WealthManagement.com
  • Image of a hundred dollar bill with text underneath that reads About Your Benjamins

As Seen In

  • Text that reads WealthManagement.com
  • Image of a hundred dollar bill with text underneath that reads About Your Benjamins

As Seen In

  • Text that reads WealthManagement.com
  • Image of a hundred dollar bill with text underneath that reads About Your Benjamins
Where Straight Talk Meets Strategy

Smart advice without the ego. Results without the runaround.

We've built something different. Smart people solving real problems without the usual industry nonsense. When markets get messy, you get straight answers. When you face big decisions, you get clear options. No fancy office walls plastered with jargon. No pushing products you don't need. Just real expertise focused on doing what's right.

See if we’re a fit

Where Straight Talk Meets Strategy

Smart advice without the ego. Results without the runaround.

We've built something different. Smart people solving real problems without the usual industry nonsense. When markets get messy, you get straight answers. When you face big decisions, you get clear options. No fancy office walls plastered with jargon. No pushing products you don't need. Just real expertise focused on doing what's right.

See if we’re a fit

Where Straight Talk Meets Strategy

Smart advice without the ego. Results without the runaround.

We've built something different. Smart people solving real problems without the usual industry nonsense. When markets get messy, you get straight answers. When you face big decisions, you get clear options. No fancy office walls plastered with jargon. No pushing products you don't need. Just real expertise focused on doing what's right.

See if we’re a fit