About “Form it Right, Tax it Smart & Retire on Purpose™.”
From Boardroom to Substack: Helping others in their quest for financial success.
Thad’s Origin Story 👋
One moment, I was perched in a sleek boardroom above Santa Monica, the Pacific Ocean glittering beyond floor-to-ceiling windows as my fellow executives and I casually shifted millions with a few keystrokes and signatures.
The next moment, I found myself in the elementary school pickup line, sandwiched between minivans and soccer moms, watching first-graders spill out of double doors—my granddaughter's pigtails bouncing as she scanned the line of cars for mine.
The whiplash was real.
After three decades commanding the financial helm of an NYSE-listed REIT company and steering two multi-billion-dollar RIAs, I walked away from the C-suite without hesitation.
The billions in managed assets suddenly meant nothing when measured against something truly valuable—time with my wife as her health began to fail.
Just like that.
My boardroom expertise and financial acumen were suddenly redirected from quarterly earnings to family priorities.
What happened next transformed my approach to retirement and my perspective on building wealth, sharing expertise, and finding purpose in work.
And it might just change your outlook, too.
From Corner Office to Home Office: My Unexpected Journey
Most financial professionals never talk about their transitions or vulnerabilities. I'm not like most financial professionals.
Before I began building a Substack with hundreds of subscribers and developing a growing business, I spent months wondering how to proceed now that I had stepped away from the corporate world.
My credentials looked impressive on paper:
CPA and CFP® (now inactive) with specialized tax and investment experience
Masters in Taxation from the University of Denver and Magna Cum Laude undergraduate degree
Former Managing Director of $14 billion and $27 billion AUM investment firms
COO and CFO who helped transform an AMEX-listed REIT into a NYSE-listed firm
Managing Director of a troubled RIA who streamlined operations and concluded with a perfect SEC audit
However, none of that seemed immediately relevant when I was sitting at my home office, trying to figure out how to purposefully use my knowledge outside the structure of corporate America while prioritizing my family's needs.
The breakthrough came when I realized something crucial: There is a symmetry between forming the proper business structure, selecting the best tax options, and matching with retirement and investment options that provide solid performance results. Yet many miss the connection.
What began as a retirement project is steadily growing into a promising business.
Fast Facts about Thad:
Currently lives in Texas and works from home (a long way from Santa Monica)
Married almost 55 years (to the same High School sweetheart) with five kids and nine grandchildren
Avocations include audiophile music listening, landscape and street photography, and fly fishing
Believer in Christ and His word, and author of “The Inevitable Truth” on Substack
Consider Becoming a Subscriber
It would be an honor for you to consider becoming a subscriber and transform your financial future. This Substack is currently completely free, and I use my website, ThadMBrown.com, to develop and provide courses, consulting, and other training materials on a paid basis.
As a subscriber, you'll gain immediate access to my developing training that reveals the secrets of how to:
FORM IT RIGHT: Strategic entity formation blueprints that shield your assets and protect your privacy while positioning your business for maximum tax advantages—before the 2025 tax provision expirations eliminate these opportunities
TAX IT SMART: Advanced tax optimization strategies used by the wealthy to legally reduce tax burdens—techniques most CPAs won't tell you about that can potentially slash your tax bill by 20-30%
RETIRE ON PURPOSE: Proprietary investment vehicle frameworks that accelerate wealth building while minimizing taxes, allowing you to potentially retire 5-10 years earlier than conventional planning methods
While others struggle with costly business structures and hemorrhage thousands to the IRS yearly, my subscribers can implement battle-tested strategies to build generational wealth with confidence and precision.
I’m honored you stumbled upon my little space on the internet. I hope you will subscribe to his community.
I’ll do my best to ensure you never regret it.
A FRIENDLY REMINDER: While I've spent decades in corporate financial management and previously held CPA and CFP® credentials (currently inactive), the content I share is educational. I'm not serving as an attorney, accountant, or financial advisor. I recommend working with qualified professionals who understand your specific circumstances before acting on any strategies discussed here. The concepts and techniques presented are based on my experience, but should not be considered personalized advice for your situation.
How can you contact me?
Feel free to reach out with any questions, opportunities, or collaborations through Substack, LinkedIn, or email (thad@thadmbrown.com).
Let's build something meaningful together!
PS: Check out my other Substack, “The Inevitable Truth. " It offers weekly insights on biblical principles to enrich your life, family, and career.
