About

At 10th Street Capital®, we’ve witnessed open-minded individuals seeking alternative options to traditional “exchange-theory” financial planning experience a profound sense of peace and relief in their lives. We take a tax-sensitive approach to fee-based financial planning, portfolio management, and insurance planning. We're an Authorized Infinite Banking Concept® Practitioner and often use the IBC as a foundational element of financial planning.

We operate virtually, extending our services to clients across the United States of America.

Our primary focus is to foster client relationships that revolve around the implementation of sound advice, ensuring that each client feels valued and understood. With that foundation, we collaborate with clients to develop flexible, deeply researched financial plans built around controlling existing cash flows, capital accumulation and utilization, and a solid understanding of the tax code.

Our clients generally desire to maximize their resources while maintaining complete control of their capital to ensure their financial certainty. This sense of control empowers them, as they trust in their own abilities rather than delegating all their responsibility to others. They also understand that controlling the flow and location of their capital is the foundation of opportunistic investing because patient, increasing capital attracts higher and higher quality opportunities.

In our experience, this planning style naturally lends itself to those with variable cash flow, like business owners, those who are forward-looking and gravitate toward multigenerational wealth, and accomplished individuals at the top of their field.