Alignment is Everything at Altitude.

When your business, investments, and taxes move in sync, every step compounds. The K2 Approach turns effort into efficiency by connecting every part of your financial system into one coordinated ascent.

You’ve climbed high on effort. Now it’s time to climb smarter.

Meet us at Basecamp

Precision Over Force

More effort isn’t the answer. Alignment is.
Here’s how the K2 Approach helps you climb higher with less drag.

Our framework turns clarity into motion — guiding business owners through three stages of growth where every step builds on the last.

At K2, we call these stages Basecamp, Ascent, and Summit.

Each one refines how your wealth, taxes, and strategy work together until efficiency becomes altitude again.

Foundational Management

You’ve built something solid. But taxes, investments, and business structure don’t always move in sync. Basecamp is where we help you find what’s slowing your system down.

We’ll focus on:

  • Building a portfolio tailored to your goals, risk tolerance, and tax situation

  • Ongoing monitoring, rebalancing, and tax-aware adjustments

  • Coordination with your CPA or other professionals (at your request)

  • Light financial planning and goal tracking with annual review access

Typical engagement:

  • One-time onboarding fee: $1,000

  • Ongoing advisory fee: greater of $3,000/year or 1.00% AUM

  • Household accounts may be combined for fee calculation

Where do you feel the most drag right now: taxes, structure, or coordination?

Designed for families and professionals who want steady, fiduciary management without overcomplication.

Basecamp

Ascent

Comprehensive Management

Basecamp helped you locate friction. Ascent builds rhythm and turns insight into coordinated movement.


We’ll focus on:

  • Everything in Basecamp, plus deeper financial-planning integration

  • Coordinated tax strategy with your CPA to reduce avoidable inefficiencies

  • Entity and retirement-plan design for owners and professionals

  • Quarterly reviews with KPI’s for measurable progress

Typical engagement:

  • One-time onboarding fee: $2,500

  • Ongoing advisory fee: greater of $5,000/year or 1.00% on first $1M; 0.80% on $1–3M; 0.60% above $3M

What would it feel like if every part of your financial life started pulling in the same direction?

Best for clients ready to align taxes, investments, and cash flow under one coordinated plan.

Summit

Personal CFO Services

Summit brings it all together. Your wealth, business, and legacy strategy run on one integrated system.


We’ll focus on:

  • Everything in Ascent, plus advanced tax and liquidity planning

  • Business-exit and succession strategies

  • Charitable, estate, and trust coordination with your attorney or CPA

  • Quarterly tax-risk and cash-flow dashboards for proactive decision-making

Typical engagement:

  • One-time onboarding fee: $5,000

  • Annual advisory: $10,000 retainer + 0.60% on first $2M; 0.50% on $2–5M; 0.35% above $5M

If every decision—tax, investment, and business—were working in concert, what would that free you to focus on?

Built for owners and executives who want a fiduciary partner overseeing the entire system, not just the portfolio.