For Wealth Advisors and Family Offices
Protect your client's largest single purchase.
Independent oversight for clients writing seven-figure checks to a builder.
Independent owner's representation · Coastal San Diego
What your clients run into
The same three problems, over and over.
Millions committed with no independent review.
Overruns that disrupt liquidity plans.
Decisions made without a trusted expert in the room.
What's in it for you
Why this makes your work easier.
Plain monthly reporting you can see, with your client's permission.
Fewer surprise capital calls.
A client who credits you for the introduction.
How a referral works
Three steps, no paperwork for you.
- Step 1
You make the intro.
Use the form below, or just text or email me.
- Step 2
I reach out within one business day.
The first conversation is free.
- Step 3
I keep you in the loop.
With your client's permission, you'll hear how it's going.
Proof
Rescued a botched build and nearly quadrupled its value.
A stalled, poorly built house on a La Jolla hillside, bought at $1.4M and rebuilt into a home appraised above $5.5M.
- Bought for
- $1.4M
- Appraised after
- $5.5M+
- Value created
- 4x
The four promises
What you can count on, in writing.
Flat fee.
Paid the same whether the budget grows or not.
No kickbacks.
I never accept referral fees from anyone.
You decide everything.
I advise. Every decision stays with your client.
Plain monthly reporting.
One clear report a month. No surprises.
What I don't do
I don't give investment advice. I protect the build.
Two ways in
Refer a client, or keep me handy.
Either one takes a minute. If you'd rather just text or email me, that works too.
Partner FAQ
The questions partners ask me first.
Take it with you
Print the one-pager and keep it on your desk.
One page: headline, benefits, how it works, and my direct contact details.
In writing
I never pay or accept referral fees. My recommendation is only worth something if it can't be bought.