Snowball
Wealth
Snowball Wealth is designed for ambitious professionals who want a clear system that builds long-term wealth on autopilot, without obsessing over markets, timing, or complexity.
This is a good fit if you:
This is not asset management or stock picking. It’s a personal decision system designed to run quietly for decades.
We design and implement simple, automated systems so your money works consistently without constant decisions or market stress.
First, protect your base
• Build the right cash buffer so you’re never forced into bad decisions
• Structure accounts to minimize unnecessary taxes
• Avoid common but costly allocation mistakes
Then, grow steadily• Invest consistently using simple, diversified portfolios
• Automate contributions so progress doesn’t depend on willpower
• Let compounding work over decades, not quarters
When I started my first job in my early twenties, I did not understand the basics. I did not know what a 401(k) was, how employer matching worked, or how much I should be contributing. I did not understand the difference between Traditional and Roth accounts, and I did not learn about Roth IRAs or index funds until years later.
Like many young professionals, I earned well but lacked a system. I kept too much money in cash because I did not know how to deploy it effectively. I made scattered investments, delayed important decisions, and spent money in ways that felt reasonable at the time but were not aligned with long term goals. I also missed out on a generous employer match early in my career, a mistake that will cost me over 300k over my lifetime.
By training, I am an engineer and consultant, and I naturally think in terms of systems. Over time, I realized the problem was not effort or intelligence, but the absence of a clear structure.
I built Snowball Wealth so others do not have to learn these lessons the hard way. The goal is simple. Give professionals a clear, automated framework early in their careers so they can make good decisions once and let time do the rest.
A few focused conversations can prevent decades of avoidable mistakes. This is meant to be a set it and forget it system that replaces confusion with clarity and helps people build wealth steadily without constant second guessing.
Snowball Wealth is designed to be calm, structured, and intentional. No hype, no pressure, just a clear process to determine fit and build a long-term plan.
Start with a brief application to begin the process and share your contact information.
If there’s alignment, we’ll schedule a focused conversation to understand your goals and constraints.
If we move forward, we design a personalized, repeatable system you can run quietly in the background.
Start with a brief applicationThere are no sales scripts, no pressure to commit, and no obligation to move forward.
