An Integrated Life Management Platform — AI-powered financial, legal, tax, health, and insurance advisory, coordinated by one persistent personal AI that knows your full picture.
Your tax attorney doesn't talk to your estate planner. Your financial advisor doesn't talk to your insurance broker. Your doctor doesn't talk to any of them. The gaps between these silos are where catastrophic decisions get made — and you pay for every gap.
Institutional-grade coordinated life management has always required $5M+ in assets and a full office of specialists. Until now.
TQE Advisors coordinates every dimension of your financial and personal life through a single AI that holds complete, persistent context — updated continuously, available always.
Unlike every other AI tool that forgets you the moment you close a tab, your TQE AI builds a continuously evolving model of your complete life. It knows your risk tolerance from actual behavior, not a questionnaire. It remembers that your daughter starts college in three years. It flags when a tax law change affects your specific estate plan.
Core Differentiator — Available nowhere elsePortfolio construction, tax-loss harvesting, retirement income modeling, real estate options strategy — institutional-grade wealth management for accounts starting at $100,000. Trading and optimization run around the clock.
Family Office QualityContract review, estate document drafting, regulatory monitoring, and litigation support. Most people go entirely unrepresented in situations where counsel would materially change the outcome. Not TQE clients.
Always On CounselProactive multi-year planning, not just filing. The interaction between capital gains, Social Security, Medicare premiums, and the new $15M estate exemption is exactly where coordinated AI crushes siloed human advisors.
Year-Round OptimizationSymptom triage, medication interaction analysis, chronic condition tracking, specialist coordination — available immediately, not in 26 days. Informed by your complete financial and lifestyle picture.
24/7 Health CoordinationCoverage gap analysis, claims optimization, policy benchmarking across all lines. Most households are dramatically over- or underinsured in ways they'd never discover without cross-domain analysis. TQE finds and closes those gaps.
Full Coverage AuditFamilies with $100,000 to $10 million in assets have real complexity, real tax exposure, real estate planning needs — and have been systematically abandoned by an industry built for the ultra-wealthy.
TQE Advisors is founded by the former CEO of StrategicPoint Investment Advisors — a firm he built from scratch to nearly $700M AUM with 25 people. What took a team of 25 now runs on an AI agent stack that costs less than your cell phone bill.
This isn't a tech startup theorizing about wealth management. It's an operating model proven over decades, rebuilt for the AI era.
The judgment architecture — how to construct portfolios, communicate through volatility, structure service — comes from decades of real client experience, not a whiteboard.
A 1% fee on $100K is $1,000/year — barely one meeting at traditional rates. AI agent infrastructure changes the math completely, enabling profitable service at any account size.
Wirehouses and RIA aggregators are moving toward AI to protect existing HNW relationships. Nobody is deliberately going downmarket. That window won't stay open forever.
Every other AI tool forgets you the moment the session ends. Your TQE personal AI builds a continuously evolving, comprehensive model of your life — financial, legal, medical, personal — accumulating context over months and years.
This is what makes the coordination possible. An AI that knows your tax situation, estate plan, health history, insurance coverage, and investment position simultaneously can give advice that no siloed specialist ever could.
Your risk tolerance from actual behavior. Your family milestones. Your business context. Your legal exposure. All held together, continuously updated.
Your AI doesn't wait for questions. It monitors for changes — in markets, tax law, your health metrics, insurance terms — and surfaces what matters before you think to ask.
TQE Advisors is now in development. We're accepting a limited number of founding clients who will shape the platform alongside our team. If you have between $100,000 and $10 million in assets and want institutional-grade AI advisory, we want to hear from you.