Ten Seven Capital is a forward-thinking family office dedicated to helping our clients and their families achieve their financial goals. We develop innovative solutions to protect and grow our clients’ wealth while delivering white-glove customer service at every turn. Our primary focus is on supporting our clients in envisioning and achieving the life they want to live.
Ultimately, we aim to help our clients become independent from a financial system that isn’t serving them—and take control of their financial destiny so they can live the life they want to live™.
At Ten Seven Capital, we recognize that the financial landscape is constantly evolving. Traditional planning solutions may no longer meet the dynamic needs of modern families. We are committed to providing strategies that align your finances with your goals, enabling you to live the life you want today and plan for tomorrow.
Our approach integrates the latest in big data analytics and AI-driven decision-making to offer the most accurate and up-to-date advice. We also employ cutting-edge technologies to maximize your investment potential. The future is technology-led solutions managed with a human touch, and that future is here today.
Our core value is financial sovereignty. We advocate for an approach where financial strategies are designed to enhance your current life and secure your legacy for future generations. Through strategic tax planning, cash flow management, and investment strategies, we help you achieve your financial goals today and beyond.
Tim oversees the delivery of advice to our client families and sets the firm’s overall strategic vision and direction. He brings 25+ years of experience, working exclusively with entrepreneurs and families in investment management, retirement, multi-generational planning, and businesses. Prior to founding Ten Seven, Tim has a long history in finance at BlackRock, 401(k) Advisors/Retirement Plan Advisory Group, and Commonwealth Financial Network, where he was an entrepreneur in larger structures and systems.
