Finance with People at the Center.

Growth with Purpose at the Core.

Rooted in Your Values. Committed to Results.

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What we do

At Populus Wealth we craft personalized financial blueprints that blend disciplined, research-driven strategies with the unique rhythms of your life.

Drawing inspiration from the poplar tree’s resilient roots and swift ascent, we help you grow your wealth purposefully: securing legacies, funding dreams, and creating meaningful impact without sacrificing the vibrancy of today. Our approach goes beyond numbers - it’s a holistic roadmap that integrates tailored investment planning, legacy building, and goal-aligned advice to navigate life’s big milestones, from career leaps to family adventures. Like the poplar that thrives in community, we root every decision in deep listening and human-centered insights, ensuring your finances flourish as quickly and deeply as your ambitions.

build my roadmap
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Who we serve

We serve high achieving individuals and families who are building momentum in their 30s, 40s and beyond.

Purposeful professionals, entrepreneurs and visionaries who want more than generic advice. Whether you’re a millennial navigating homeownership and bucket-list pursuits, or a family legacy-maker seeking to empower future generations, Populus Wealth is for those who demand a partner as dynamic and grounded as they are. If you’re ready to level up with a plan that’s as rooted in your values as it is committed to results, we’re here to grow alongside you.

level up

Proudly serving clients nationwide.

  • A man in business attire standing on a sandy, desert-like landscape with scattered shrubs and Joshua trees, holding a briefcase, with snow-capped mountains in the background under a cloudy sky.

    Business Owners

    We partner with visionaries and builders. We understand the challenges & opportunities you face as an entrepreneur trying to balance reinvesting in the business, payroll, optimizing cash flow, or planning for exits or expansions. We want to help fuel your growth while also securing your personal financial future, keeping you and your vision at the center of every decision.

  • Old, weathered tombstone in overgrown graveyard with tall grass and trees in the background.

    People in Life Transitions

    Serving people in life transitions means guiding you through pivotal moments with clarity and care. Whether you’re navigating a career shift, marriage, growing family, divorce, widowhood, or retirement, we adapt to your evolving story to deliver results that provide stability and confidence allowing you to regain clarity and move boldly in to your next chapter.

  • Modern wooden building with large glass window in a mountainous landscape with grassy foreground.

    Accredited Investors

    We empower sophisticated wealth builders with strategies as dynamic as their ambitions. We’ll harness exclusive investment opportunities, optimize tax efficiency, and amplify long-term growth. From equity options to complex portfolios, we help you balance risk and reward.

  • An elderly couple having a video call on a laptop with a young woman and man, sitting together in a bright, modern room with a plant and minimal decor.

    Multigenerational Wealth

    We know how important it is to safeguard your legacy across generations. Rooted first in your family’s values, we help preserve wealth, minimize tax burdens, fund philanthropic endeavors, leveraging estate planning and investment vehicles that set up the future generations to pick up where you left off.

  • An elderly couple joyfully running in a field during sunset, holding hands and smiling.

    Pre-Retirees & FIRE

    We craft a plan that transitions you confidently from career to your next chapter, balancing growth, security and lifestyle goals, preparing you for a retirement that’s as vibrant as your life today. We help solve for how to optimize your current savings, investments, and create multiple income streams that are particularly popular with the FIRE (Financial Independence Retire Early) movement and those looking for more income in retirement.

  • A family of six walking hand in hand through a grassy field on a cloudy day, with string lights in the background.

    Sandwich Generation

    Supporting those balancing care for aging parents, growing children, and their own financial future, we address competing priorities — funding education, securing retirement, and managing caregiving costs — without losing sight of your personal goals. We empower you to care for your loved ones while continuing to build a thriving financial foundation.

Our Services

Wealth Management

Tax Efficient Strategies. High Income Strategies. Review of Outside Investments. Stock Options Planning. Navigate Complex & Novel Investment Options Like Digital Assets, Alternatives & Privates.

Legacy Planning

Estate Planning. Wills & Trusts. Power of Attorney. Asset Titling. Inheritance Planning. Beneficiary Selection. Preparing your Heirs.

Personal Finance

Financial Health. Budget & Expenses. Mortgage Review. Debt Management. One-Time Expenses. Emergency Fund. Business planning. Exit Strategy. Cash Flow. Tuition. FIRE Strategies. Retirement Plan.

Risk Management

Review Existing Insurance Policies. Life Insurance. Disability Insurance. Health Insurance. Auto, Home & Umbrella. Long Term Care. ID Theft.

Family & Loved Ones

Gifting. College Savings. Elder Care Planning. Investments for Minors. Career Planning. Charitable Giving. Coaching Children. Loss of a Loved One. Divorce. Recently Widowed.

Tax Planning

Roth Conversions. Tax Loss Harvesting. Health Savings Accounts. Deductions and Credits. Qualified Charitable Distributions. Donor Advised Funds.