About Us

At Calibrate Wealth we start with Why--the why you do this in the first place. Restated: we calibrate your plan by starting at the end and looking back to where you are. Next, we help you define your path. We make your path safe and direct; we continually review, readjust, and repeat.

We calibrate your investments. You know, that vehicle which drives your entire plan? Long term planning is fraught with challenges and is subject to uncomfortable randomness. At Calibrate we put the focus on things we can control. We start with your input, risk. Risk is, after all, what you add when you invest. In contrast, returns are the hoped-for output from your investment. Calibrated investing begins with the risk input and works forward. We balance risk between asset classes and between market outcomes. We accept the future as being uncertain, and build investment strategies with that understanding. We build your strategy designed to accommodate all types of market climates, not just one for the “good times.”

We calibrate investor thinking. We believe that investment success is achieved by crushing the index. We don’t mean beating the index we mean leaving it behind. Indices are arbitrary, they have their path to follow you have yours. Let’s face it you know where you want to go, the index doesn’t. Calibrated thinking places your goals as your index—your barometer. By charting your path, balancing your investment risk, and untethering yourself from an arbitrary index you will have bought yourself freedom: freedom to turn off the noise.