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.
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.
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.
The Hidden Cost of Success
You've done everything right.
But something still keeps you up at night.
Family Time Slipping Away
Freedom to Retire Early
Income Tax Feels Illegal
The Hidden Cost of Success
You've done everything right.
But something still keeps you up at night.
Family Time Slipping Away
Freedom to Retire Early
Income Tax Feels Illegal
The Hidden Cost of Success
You've done everything right.
But something still keeps you up at night.
Family Time Slipping Away
Freedom to Retire Early
Income Tax Feels Illegal
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.
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
Choose the service level that matches your needs.
Guided Wealth Management
Essentials
GWM Essentials
Asset Management Encouraged
Comprehensive financial planning
Bi-annual check-ins
Ongoing email support
Access to planning portal
Guided Wealth Management
Premier
GWM Premier
All Essentials features, plus:
Quarterly check-ins
Priority support
Advanced estate planning
Need a One-Time Plan?
Perfect for specific life events or those who prefer to implement independently
Fully Customized
Scope-Based
Starting Investment
$5,000
We'll discuss your specific needs and provide a customized proposal. Projects typically range from $5,000-$15,000 depending on complexity.
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.
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.
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.