Bespoke Wealth Management for Entrepreneurs and Executives
We provide the clarity and confidence to navigate complex finances, so you can focus on leading your business and living your life.
Your Ambition, Realized
We are a dedicated investment advisory firm that empowers successful entrepreneurs and executives. We transform complex financial landscapes into clear, actionable plans through disciplined strategy and personalized oversight. This provides the freedom for you to “Focus on Your Business. We’ll Focus on Your Wealth,” supported by a portfolio crafted for your unique goals and definition of success.
A 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.
My commitment to 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 Commitment to Complexity."
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.
Ready for a Wealth Strategy as Independent as You Are?
Our Fiduciary Promise: As a 100% employee-owned RIA, we are legally and ethically bound to always put your financial success first. We get you, we can help you, now talk to us.