Hi, I'm Jordan — ex-Crypto Consultant at KPMG, ex-Investment Risk Analyst at a pension fund, coached 2,000+ investors.
I help busy professionals build an investment portfolio that grows — without becoming a second job.
We'll design a custom mix of ETFs, stocks, and/or crypto that fits your personal situation. Not every part below applies to every person — we'll pull in the pieces you actually need.
Look at your income, expenses, and existing accounts to optimize your investment plan.
Choose the right account types so more of your gains stay yours, not the taxman's.
Save $10K+/yearSet up the right brokerage accounts so you're not bleeding money on hidden fees.
Save $1000s/yearThe mix of stocks, ETFs, and crypto that gives you the best return for your risk tolerance.
Set up dividend reinvestment so your portfolio grows itself while you sleep.
Hand-picked companies and assets built to outperform average market returns.
We point out the best current opportunities, keep you accountable, and answer any questions.
My team's personal numbers for urgent questions — no waiting on a support queue.
The exact spreadsheets, calculators, and research tools my team and I use every day.
Answer a few quick questions so I can prep for our call. Takes 30 seconds.
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If nothing happens, click here to book.
Based on your income and savings, the 1-on-1 program isn't the right match for you at this stage — it's built for people who already have capital to deploy.
Check out the Pivato Investing Skool community instead. It's a great place to build your knowledge and capital until you're ready.