WALL STREET
WITHOUT THE
WALLS

We built Auric to keep the thinking sharp, but lose the barriers.

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Wall Street made financial advice powerful.

It also made it cold, scripted, and out of reach. Too much Wall Street bureaucracy and too much focus on sales quotas.

We blend Wall Street-level thinking with the rigor you’d expect and the relationship you’ve been missing.

This is wealth management without the walls.

WHAT MAKES
AURIC DIFFERENT

At Auric, we didn't just leave big institutions.

This isn’t Wall Street dressed down. It’s something entirely different: personal, barrier-free, and actually built around you.

We walked away from quotas, red tape, and the one-size-fits-all aproach that put scale over service.

WHAT WE DO

At Auric, we bring structure to your wealth without putting you into a rigid system.

Our investment philosophy is clear, disciplined, and designed to support your real life, with all its complexity, flexibility, and uniqueness.

This is the back bone of everything we do. We focus on how your wealth is spread across asset classes because that’s what drives real outcomes.

We pair active specialists with low-cost index strategies, so you get efficiency and edge.

Portfolios aren’t “set and forget”. We rebalance. We adjust. We watch for red flags. And we’re always working to keep you on track.

TAX-AWARE
STRATEGY

After-tax returns matter. We integrate tax-rate decisions throughout, from asset location to loss harvesting.

Expectations

Our investment process is designed to provide value along our clients’ financial journeys. We recognize that the only way to truly judge the success of an investment portfolio is by its effectiveness in achieving the goals of the client. We combine our continuous portfolio management with regular client communication in order to keep the structure of the investments aligned with client goals and expectations.

WHO WE SERVE

We’re for the people who want more than cookie-cutter advice.

You’ve worked hard, built something meaningful, and want what’s next to feel crystal clear.

Business Owners

BUSINESS OWNERS

Whether you’re preparing for a sale or just want to stop winging it, we help you clarify, plan, and protect your next move.

Executives & Professionals

EXECUTIVES AND PROFESSIONALS

Equity comp, tax headaches, estate decisions. We take the technical off your plate so you can stay in your lane.

Investors

FAMILIES IN TRANSITION

Big changes come with big decisions. We help you navigate transitions with steady hands and clear minds.

RETIREES

We help you plan income, minimize taxes, and preserve wealth during retirement.

The Right-Fit Client

You value follow-through, honesty, and trust. You want advisors who listen carefully and stay close as your life evolves.

TYPICAL MINIMUM INVESTMENT IS $2M.

EXPLORE MORE ABOUT AURIC

OUR DOORS ARE WIDE OPEN

Get the sharp thinking without the barriers. Let's talk through what's next.

SIT DOWN WITH US

Join one of our small-group salons. Wine, good people, better conversations.

WHAT WALL STREET CAN’T OFFER

Ask us about our latest private strategies and smart borrowing tools.

  • "I just got off the phone with Cheryl and got her logged into the app. She LOVES it! Said it is clean and she is excited to check out all the features. She also told me that after her meeting with Luke on Tuesday she is extremely happy to be here at Auric. She can tell how much work we put into everything and that we make it so easy to understand. Special props to Luke as she said it was one of the best financial meetings she has ever had since he made it so simple to understand and she never felt lost. She said that with other advisors it was so confusing that she was scared to go to meetings much less give them her money. She proudly stated that meeting with us made her want to find more money to give us!"

    From Auric team member, John, regarding client Cheryl O.


  • “Just want to drop a note to thank you for always being so gracious and kind and helpful. Seeing you all last Thursday was so fun and I love each of your personalities. Auric Capital seems like a really fun place to work with a great family environment. But you also work so hard for your clients and that is greatly appreciated. Thanks to all of you and especially Bill for the incredible dinner and wine experience. Oh and for having such a wonderful group of people who are so client focused. I am always in good hands Aurora, I’m honored and to have been your first onboarding client at Auric.”

    From Jamie R.

  • "Dear Aurora, Kristen, and Luke, I hope you guys are doing well. I wanted to extend my deepest appreciation to all of you for promptly helping me with my accounts statement last Friday. Due to some unknown issues, I was unable to access it online when I urgently needed it. Your quick response and assistance were greatly appreciated, and it helped me resolve the matter right away Your dedication to customer service is unbelievable, and it reassures me that I am in good hands with your team."

    From Mike G.


*These reviews were provided by current clients. These reviews were not compensated, and there are no conflicts of interest affecting its content. These reviews are not intended to be representative of all clients. Individual experiences will vary depending on each client’s circumstances. Testimonials are provided for informational purposes only and should not be construed as a guarantee of future performance or success, nor as an endorsement of the firm’s investment advisory services. Additional reviews may be available on our Google Business Profile.

ISN’T JUST
ABOUT ACCUMULATION. IT’S ABOUT ALIGNMENT.

WEALTH

At Auric, we bring clarity to complexity, and warmth to a world that often feels walled off.

Whether you’re planning something big or just want a guide who gets it, we’re here to help you towards what matters most.

WELCOME TO AURIC. THE DOOR’S ALREADY OPEN.