How We Work
Our approach combines two proprietary processes:
The LiveAligned™ Client Experience
A values-first discovery that clarifies what matters most to you, builds connection, and anchors every decision based on your stated purpose.
The L.I.V.E. Portfolio Framework
Our process to help you understand the tradeoffs and defining aspects to portfolio design in order to create a personalized portfolio for your goals and style, that is still able to adapt to changing markets and life circumstances.
Together, these processes come to life through three pillars — Purpose, Plan, and Portfolio — the foundation of how we serve clients.
Your purpose is where everything begins. It’s about clarifying the values, priorities, and vision that drive your decisions. Together, we uncover what matters most to you — not only through planning conversations, but also through deeper connections and shared experiences. With that clarity, every financial choice is anchored to the bigger picture of your life, not just numbers on a page.
When you’re part of our client community, you gain access to:
- Cornerstone Conversations – a powerful exercise to uncover priorities and align decisions
- Educational events and client gatherings that empower and create connection
- Additional TEN Capital-inspired experiences designed to strengthen understanding and partnership
Your plan is a living model of your financial life. It translates your purpose into strategies that span retirement, family, business, and legacy. A well-designed plan provides you with direction today and flexibility for tomorrow, bringing a useful framework to complex decisions without unnecessary complexity. Whether you’re preparing for major transitions, managing equity compensation, or coordinating tax and estate strategies, your plan keeps you moving forward with confidence.
As part of our ongoing partnership, you can expect:
- Proactive guidance from a team that understands your goals
- Scenario modeling to help clarify options and outcomes
- Ongoing reviews that keep your plan aligned as life unfolds
Your portfolio is where strategy becomes action. We combine research, diversification, and our proprietary L.I.V.E. — Liquidity, Income, Volatility, Expected Return — Framework, to build an investment strategy that reflects your goals, comfort with risk, and stage of life. We incorporate both public and private markets where appropriate, and your portfolio is managed with ongoing oversight, disciplined rebalancing, and tax awareness. The result is a customized investment approach that adapts as market change and stays aligned with your life over time.
Through our L.I.V.E. Portfolio Framework, you benefit from:
- A disciplined investment process grounded in research and experience
- Thoughtful manager selection across public and private markets
- Transparent communication that keeps you informed and engaged
Financial Planning
Planning brings clarity. Our LiveAligned™ Client Experience helps identify what matters to you most: how you want to live, how you want to give, and how you want to feel about your financial future. We create personalized financial plans to simplify decisions and prepare you for what’s ahead, including:
Retirement income and withdrawal planning
Business succession, equity compensation, and stock option strategies
Social Security, Medicare, and long-term planning
Education funding, milestone planning, and tax coordination
Estate, trust, and charitable giving strategies
Family Wealth & Legacy
Wealth carries more meaning when it connects generations. We help families define their vision for the future and prepare the next generation to steward it as well. Our role is to create understanding, reduce friction, and strengthen family relationships around shared values by:
Coordinating assets, roles, and responsibilities across family members
Preparing heirs to receive wealth with context and confidence
Facilitating family meetings that build alignment and trust
Integrating estate structures with strategies that reflect your intentions
Retirement & Life Transitions
Life’s biggest changes deserve thoughtful preparation. Whether you’re approaching retirement, selling a business, or considering a new chapter, we help you evaluate your options and move forward with confidence through:
Designing income and withdrawal strategies that support your lifestyle
Planning for downsizing, relocating, or other significant life choices
Assessing timing timing and affordability as you near retirement
Creating legacy and philanthropic strategies that bring lasting meaning to your wealth
Why TEN Capital?
PERSONALIZATION | Every financial plan begins with LiveAligned, shaped around your values and priorities.
ADAPTABILITY | The L.I.V.E. Portfolio Framework helps ensure your investment strategy evolves with both your life and the markets.
EXPERIENCE | Our credentialed team has deep technical knowledge and access to Hightower’s national resources.
COMMUNITY | We view wealth management as a long-term relationship, enriched by education, shared experiences, and community.
Your wealth has a purpose, and your plan should bring it to life. That’s what you deserve — and what we deliver. Let’s start a conversation about how TEN Capital can help you LiveAligned™.
Ready to Get Started?
Our team is happy to sit down with you in a no-pressure environment to answer your pressing questions and learn how we may bring value to you today.
SPOKANE | 835 North Post, Suite 102 Spokane, WA 99201 | 509.325.2003
SEATTLE | 2033 6th Avenue, Suite 600 Seattle, WA 98121 | 206.502.0530
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