Designed for Investors With $3M+
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The Affluent Investor Blind Spot Report is designed to help affluent investors identify common planning gaps that can affect long-term wealth preservation, tax efficiency, retirement, and legacy planning.
Complete the form below to receive your free report. Based on your responses, Brian's team may determine whether a Private Wealth Blind Spot Review would be appropriate.
Some of the Most Important Planning Risks Are the Easiest to Overlook
This free guide highlights several areas you may want to review before a major financial decision is already on the table
1
The IRS is your silent partner. Why the number on your retirement statement may not be entirely yours, and what that quietly costs your family.
3Why market timing is difficult, and what disciplined investors do differently during volatile markets.
5
A 7-question diagnostic. Score your own plan in two minutes and see where it may be exposed.
2Concentration can be more than a position. How appreciated stock and real estate can create hidden tax landmines.
4
The coordination gap. What happens when your advisor, CPA, and estate attorney each solve a different piece of the same puzzle.
1
The IRS is your silent partner. Why the number on your retirement statement may not be entirely yours, and what that quietly costs your family.
2
Concentration is a bet, not a position. How appreciated stock and real estate can create hidden tax landmines.
3
Why timing the market fails. What the investors who came through 2022 best actually did differently.
4
The coordination gap. What happens when your advisor, CPA, and estate attorney each solve a different piece of the same puzzle.
5
A 7-question diagnostic. Score your own plan in two minutes and see exactly where it may be exposed.
Built For People With Something To Protect.
This guide was written for investors with roughly $3M to $10M or more in investable assets: executives with concentrated stock, business owners eyeing a sale, and families moving into retirement who want to protect what they’ve built, not just chase the next return.
From A Wealth Advisor Who Plays Defense First.
Brian Stein, MS, CFP®, is Partner and Senior Wealth Director at The Hamilton Group, where he helps affluent individuals, families, and business owners make confident decisions around retirement, taxes, concentrated investments, estate planning, and long term wealth preservation. Drawing on a background in accounting, investment banking, and financial planning, Brian takes a defense first, tax aware approach designed to help clients protect what they've built while preparing for what comes next. He is also a financial educator, speaker, and co author of the Amazon bestselling book Retire Like a Shark.
CFP® Professional
Co-Author Of Retire Like A Shark
Defense-First Wealth Management
SEE WHAT YOUR PLAN MAY BE MISSING.
Identify planning blind spots that may be easy to overlook. This free guide helps you review common risks before major financial decisions are on the table.
For educational purposes only. This material is provided for general informational and educational purposes only and should not be construed as personalized investment, legal, accounting, or tax advice. Nothing contained herein constitutes a recommendation, solicitation, or offer to buy or sell any security or adopt any investment strategy. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. Please consult your tax, legal, and other professional advisors regarding your individual circumstances.
Investment advisory services are offered through Concurrent Investment Advisors, LLC. The Hamilton Group and Concurrent Investment Advisors, LLC are separate and unaffiliated entities. Concurrent
For additional information about Concurrent Investment Advisors, LLC, including its services and fees, please review the firm's Form ADV and Form CRS, available at the SEC's Investment Adviser Public Disclosure website: Concurrent
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CFP® Certification Disclosure
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The opinions expressed are those of the author as of the date published and are subject to change without notice. Information contained herein is believed to be from reliable sources; however, its accuracy and completeness cannot be guaranteed. Any information provided is general in nature, is not tailored to your individual investment objectives or needs, and should not be considered a recommendation to buy or sell any security or adopt any investment strategy.
© 2026 The Hamilton Group. All rights reserved.
¹ Retire Like a Shark debuted on Amazon on November 16, 2022. On November 18, 2022, the book reached #1 in multiple Amazon categories, including Wealth Management.