Welcome to Wealth Machine Weekly: Building Wealth with Strategy, Not Hope
Mateo Dellovo
I help high-income professionals manage concentrated stock positions and build tax-efficient strategies that could save hundreds of thousands in retirement. Keep more of what you’ve earned and stop handing it to the IRS.
Hey there, and welcome to Wealth Machine Weekly! I’m really excited to have you here because you’re part of a select group—high-income earners, professionals, and investors who are serious about one thing: building lasting wealth.?
Let me get straight to the point.?
The truth is, the financial world is full of noise, complexity, and, frankly, bad advice. But here’s the good news: It doesn’t have to be that way. You don’t need to get caught up in market trends, lose sleep over stock volatility, or wonder if you’re making the right moves with your equity compensation. What you do need is a system—your own personal Wealth Machine—that consistently works for you, helping you build cash flow and financial freedom without the guesswork.?
And that’s exactly what this newsletter is all about.?
Who Am I and Why Should You Care??
I’m Mateo Dellovo, the Founder and CEO of BFA Wealth Management and Editor-in-Chief of Wealth Machine Weekly. Over the years, I’ve helped high-achieving individuals like you—professionals working for top publicly traded companies—turn their equity compensation (RSUs) into wealth that lasts. I’ve seen firsthand how confusing it can be to navigate stock options, real estate opportunities, taxes, and the rest of it. But here’s the thing: With the right strategy, you can turn that complexity into real financial freedom.?
Whether it’s maximizing RSUs, leveraging real estate for cash flow and equity growth, or designing a plan that allows you to enjoy life today while planning for tomorrow—this newsletter is your guide.?
What You Can Expect?
Each week, I’ll break down practical, actionable strategies that you can implement right away to grow your wealth and reduce risk. We’ll dive into:?
? Maximizing equity compensation: How to make the most of your RSUs, options, and other stock incentives.?
? Tax-efficient strategies: Simple but powerful ways to keep more of what you earn.?
? Real estate investing: How to access private real estate deals for cash flow and equity growth.?
? Financial freedom mindset: Shifting from just making money to building wealth that works for you.?
You won’t find hype, complicated jargon, or outdated advice here. Just straightforward, practical insights that high-income earners like you can use to create a Wealth Machine—one that continues to generate returns long after you’ve stopped trading your time for money.?
Why This Matters Right Now??
Right now, many of you are in a pivotal moment. You’re likely earning more than ever, getting equity compensation that could be a game-changer, and facing financial choices that could make or break your future. You’ve worked hard to get here, but the next steps you take will determine whether you create a life of freedom or one where you’re constantly worried about money.?
My goal with Wealth Machine Weekly is to give you the clarity and confidence to make the right moves—to create a financial plan that’s not just about accumulating wealth, but about living a life you love. I’m here to help you stop reacting to the markets and start building a strategy that supports your goals—today and in the future.?
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What’s Next??
Next week, we’re going to dive deep into maximizing your RSUs, turning them from potential risk into a cornerstone of your financial strategy. I’ll also share a few real-world examples of how my clients have turned their stock compensation into long-term wealth—and how you can, too.?
So stay tuned. The Wealth Machine is just getting started.?
If you’re ready to take action now, I’m offering a complimentary wealth strategy call where we’ll discuss your current strategy and create a free one-page financial plan. No strings attached, just value.?
Book Your Free Wealth Strategy Call Today!?
To your success,?
Mateo
Mateo Dellovo | Founder & CEO, BFA Wealth Management?
Disclaimer: The information provided in this newsletter is for educational purposes only and is not intended as specific investment, financial, tax, or legal advice. Please consult with a qualified professional before making any decisions regarding your personal financial situation.
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