The Firm: Who we are
Message from the Founder
I founded Limitless Capital Management Inc. to solve a fundamental problem I saw in the industry: successful business leaders often get standard, cookie-cutter advice for their non-standard, complex wealth.
You've dedicated your life to building something exceptional. Your financial life—the culmination of your business decisions, liquidity events, and high-stakes compensation—demands an equally dedicated, tailored approach.
As a 100% employee-owned Registered Investment Advisor, our structure ensures that our singular focus is on you. We don't report to shareholders or push proprietary products. We sit on your side of the table, offering completely objective advice guided by the Fiduciary Standard.
We are committed to providing every client is to provide the clarity and confidence needed to translate business success into personal financial security. We take on the complexity so you are free to focus on what you do best: leading your business and living your life.
Marcus Turner
Founder and CEO, Limitless Capital Management Inc.
Our Focus on Complex Wealth
1. Expertise in Concentrated Wealth & Executive Compensation
We don't manage wealth for the average investor. Our firm specializes in the financial complexities tied to business ownership, liquidity events, and high-value executive compensation.
This includes:
Pre- and Post-Sale Planning: Managing proceeds and minimizing tax impact from the sale of a business.
Concentrated Stock Diversification: Creating disciplined strategies to hedge and transition large, single-stock positions.
Optimization of Stock Options (ISOs & NQSOs): Integrating complex equity awards into your holistic wealth plan.
2. Objective Advice. Zero Conflicts. (The Structure Advantage)
Our 100% employee-owned RIA structure guarantees that our investment recommendations are based purely on your goals. We have no proprietary products to sell and no outside shareholders to satisfy. Our singular focus is on providing you with conflict-free, objective advice under the legal and ethical mandate of the Fiduciary Duty.
3. A Bespoke Process as Unique as Your Ambition
We create truly custom wealth architecture. Your plan goes beyond market returns to include:
Integrated Tax & Legal Strategy: Seamless collaboration with your existing CPAs and attorneys.
Proactive Life-Goal Alignment: Structuring wealth around planned life transitions, philanthropy, and generational transfer.
Direct Senior Advisor Access: You work directly with the decision-makers on your account—always.
Our Fiduciary Promise
As a 100% employee-owned RIA, we are legally and ethically bound to always put your interests first.
Ready for a wealth strategy as independent as you are?
THE BESPOKE EXPERIENCE: OUR PROCESS
Unlocking Your Unique Financial Journey: Introducing the Bespoke Experience
At Limitless Capital Management, we believe that every financial journey is as unique as the individual behind it. Our Bespoke Experience is a comprehensive, personalized process designed to create financial solutions that fit your life, values, and aspirations like a perfectly tailored garment.
1. The Consultation: Understanding Your Story
Your journey begins with a deep, purposeful conversation. We take the time to understand your story—your dreams, challenges, and financial landscape. Whether you’re planning for retirement, preserving your legacy, or navigating a significant life transition, we listen intently to uncover what truly matters to you. This intimate consultation allows us to design strategies that reflect your unique identity and goals.
2. The Concept: Crafting Your Vision
In this stage, we transform your aspirations into tangible, actionable strategies. Drawing on our expertise in economic restructuring, capital advisory, and innovative investment solutions, we help you discover the optimal path forward. We consider every detail—your risk appetite, time horizon, preferences, and values—to craft a bespoke plan that aligns seamlessly with your life.
3. The Measure: Refining Your Solution
Creating a tailored financial solution requires more than just numbers—it demands a deep understanding of your lifestyle, priorities, and long-term objectives. Using insights gathered during the consultation and concept stages, we refine your plan to ensure it fits your unique profile. The result is a finely tuned strategy that balances risk, diversification, and growth to meet your needs.
4. The Create: Bringing Your Plan to Life
Crafting enduring financial solutions is an artisanal process. We take pride in designing strategies that are as unique as you are. From selecting the right investment vehicles to implementing your plan with precision, we ensure every detail is executed flawlessly. And because life is dynamic, we continuously adapt your plan to reflect your evolving needs and circumstances.
5. The Impact: Achieving Your Goals
The Bespoke Experience doesn’t end with implementation—it’s an ongoing partnership. We monitor your progress, provide regular updates, and make adjustments as needed to keep you on track. Our goal is to help you achieve financial freedom, security, and impact, empowering you to live a life of purpose and abundance.
Discover the art of bespoke financial solutions tailored to your uniqueness. Experience the Bespoke Experience with Limitless Capital Management today.