Discipline. Precision.
Trust.

Private wealth management forged through military discipline and institutional-grade expertise. Serving high-net-worth individuals, families, and family offices.

Schedule Discovery Call The Journey
Veteran Owned Independent RIA · Fiduciary Always · My Word Is My Bond
The Journey

From Special Operations to Wealth Strategy

The same principles that defined success in special operations — meticulous planning, disciplined execution, and unwavering trust — now define how we manage wealth.

01The Foundation

Special Operations

We bring over a decade of experience in the most elite special operations units in the world. This background forged an unwavering commitment to discipline, precision, unconventional thinking, and trust — principles that now define every aspect of how we manage wealth.

01Discipline Under Pressure
02Strategic Planning
03Team-First Mentality
04Unconventional Thinking
02The Evolution

Financial Expertise

We translated military precision into institutional-grade financial expertise. Our team holds numerous financial designations complemented by advanced degrees in business, finance, and engineering. This combination of analytical rigor and real-world experience is what sets WealthEQ apart.

01Analytical Rigor
02Fiduciary Standard
03Institutional Knowledge
04Continuous Learning
03The Mission

WealthEQ & Beyond

Drawing from experience at leading institutions, we built WealthEQ as an independent, veteran-owned RIA — a lean operation designed around trust, innovation, and the belief that clients deserve a true teammate. We've expanded into a Multi-Family Office and tactical leadership experiences, creating an ecosystem that serves multiple dimensions of our clients' lives.

01Independent & Fiduciary
02Innovation-Driven
03Flat Fee Model
04Client as Teammate
Services

Private Wealth, Precision Engineered

Personal CFO

Your Wealth, Organized & Optimized

We design, build, and implement tax-efficient wealth structures, plans, and portfolios to provide the necessary capital to meet your goals and objectives.

$1M Investable Minimum
01

Integrated Wealth Plan

Goals-based and cash flow planning. Total income modeling. Estate, tax, and insurance planning.

02

Goals-Based Investing

Progress toward your goals is your benchmark — not an arbitrary index.

03

Tax & Fee Efficient Portfolios

Investment strategies optimized after accounting for fees and taxes across all portfolios and accounts.

04

Private Market Access

Access to private equity, credit, venture capital, and real estate to increase diversification.

05

Real-Time Reporting

Portfolio data that updates with changing market conditions for a current performance picture.

06

Digital Onboarding

Quick and easy digital account opening and transfer of securities.

Outsourced CIO

Fiduciary Oversight & Investment Governance

Maintain your existing relationships with the benefit of fiduciary oversight and guidance. We help you keep more of your wealth.

$20M Investable Minimum
01

Holistic Net Worth View

Public investments, alternatives, real estate, and collections — all in one place.

02

Investment Advisory & Management

Discretionary and non-discretionary investment services tailored to your family.

03

Manager Analysis & Comparison

Analyze and compare managers based on return, risk, diversification, fees, and taxes.

04

Family Office Reporting

Detailed reporting on every asset that you own with real-time data.

05

Private Market Access

Invest in private equity and credit, venture capital, and real estate.

06

Digital Document Vault

Secure document vault for all financial files with institutional-grade security.

Captives

Captive Insurance Investment Management

We provide discretionary investment management services to captive insurance companies with investment portfolios greater than $1 million.

$1M Portfolio Minimum
01

Custom Portfolios

Designed to meet the unique liabilities of the captive while adhering to investment policy mandates.

02

Liability-Driven Approach

Portfolio construction matching investment assets with insurance risks of the business.

03

Tax & Fee Efficient Investing

Portfolios designed to enhance returns after fees and taxes.

04

Real-Time Reporting

Client portal with access to portfolio data that updates in real time.

05

Advisor Collaboration

We work with your captive services providers to ensure liquidity and compliance.

06

Digital Document Vault

Secure document storage for all captive investment-related files.

Flat Fee Model

Flat fees on starting asset values, tiered for higher balances. Aligned with your best interest — not ours.

Personal CFO — Flat Fee Structure
▶Flat fee calculated as a percentage of starting asset values, tiered lower for higher balances
▶Built-in discount incentives that can reduce your fee over time
▶No additional cost for wealth planning or other services
Outsourced CIO — Flat Fee Structure
▶Flat fee calculated as a percentage of starting asset values, tiered lower for higher balances
▶Fee steps down (reduces) each year over the first three years
▶Up to $5,000 rebate for annual all-advisor meeting costs (attorney, CPA, etc.)
Captive — Flat Fee Structure
▶Flat fee tiered based on starting asset value
▶Fee adjusts for premium additions (not return growth)
Approach

Operational Excellence

We were taught to think unconventionally, master the fundamentals, plan incessantly, embrace change and innovation, and work as a team. These principles now drive every aspect of our wealth management practice.

Mission

To be a trusted teammate while delivering exceptional value to our clients.

Vision

To be the most innovative, transparent, and technologically advanced provider of private wealth services.

⬡

Strategic Planning

The proper balance of strategic thinking, statistical reasoning, behavioral psychology, and process automation.

◇

Innovation & Technology

Cutting-edge technology providers leading in AI and automation, creating a complete picture of your wealth.

△

Trust & Transparency

Trust is at the forefront of everything we do. Your goals and your interests come first — always.

Ecosystem · Multi-Family Office

2SIX Partners

Multi-Family Office

A command structure for your family's wealth.

We establish a dedicated Single Family Office for each family — your entity, your board, your governance — while embedding it within the 2SIX Partners Multi-Family Office platform. Each family gets the ownership and control of a single-family office with the infrastructure, resources, and economies of scale of a multi-family office.

The best of both — without the overhead of building it all yourself. Institutional-quality infrastructure at reduced cost compared to a standalone operation.

Dedicated Single Family Office

Your entity, your board, your governance charter. Complete ownership and control — not a shared pool.

MFO Platform & Infrastructure

Consolidated reporting, advisor coordination, investment oversight, and institutional-grade technology — all shared across the platform.

Family Governance Framework

Board of directors, family council, next-generation education, family charter, and succession planning.

Family Capital Framework

A structured internal capital allocation system — Foundational, Development, and Opportunity tiers — replacing ad-hoc gifting with disciplined governance.

2SIX Partners is a separate entity from WealthEQ. Together with Arete 6, they form a unified ecosystem: building durable individuals and durable wealth.

Partner Experience

ARETE 6

Tactical Leadership Experiences

Exclusive, high-intensity tactical experiences for high-performing entrepreneurs and business leaders. Led by Tier 1 Special Operations professionals.

Designed for high performers — our immersive experiences sharpen decision-making, leadership, and resilience.

▶Building durable individuals
▶Sharpening leadership under pressure
▶Developing better decision-making
▶Teaching important life skills
01

Combat Shooting

Close-quarters scenarios testing decision-making speed and composure under stress.

02

Long-Range Precision

Methodical, data-driven marksmanship. Wind calls, ballistic calculations, precision shots.

03

Tactical Skills Training

Team-based exercises sharpening leadership, communication, and rapid problem-solving.

W
+ 2SIX Partners + Arete 6

Three entities, one ecosystem: WealthEQ (wealth advisory), 2SIX Partners (multi-family office), and Arete 6 (tactical leadership). Together, building durable individuals and durable wealth.

About

Meet Mike Corbett

Mike Corbett — Founder of WealthEQ, CFA, CFP, former Navy SEAL

Mike Corbett

CFA, CFP®, CTFA, MBA

Former U.S. Navy SEAL

Founder & Principal, WealthEQ · Co-Founder & CIO, 2SIX Partners · Co-Founder, Arete 6

Mike is the founder and principal of WealthEQ, LLC. He provides wealth planning, portfolio management, and investment advisory services to high-net-worth individuals, families, and family offices.

Prior to WealthEQ, Mike was an Investment Consultant at Innovest Portfolio Solutions, Senior Wealth Advisor at Bessemer Trust, and Business Development Manager at GE. He spent more than 10 years as a Navy SEAL with part of his career at SEAL Team 6, the nation's premier counter-terrorism unit.

Mike earned an MBA from Emory University with a concentration in Finance and a B.S. in Electrical and Computer Engineering from the University of Colorado. He is a Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®), and Certified Trust and Fiduciary Advisor (CTFA).

Mike lives in Erie, CO with his family. He is an avid big game hunter and enjoys upland bird hunting with his golden retriever, Rocky. He hosts numerous shooting events annually and enjoys teaching tactical and long-range shooting to novice and experienced shooters.

He is an Ambassador for the Navy SEAL Foundation and provides support to numerous other veteran non-profits.

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Let's discuss your goals and determine if WealthEQ is the right fit. No obligation. No pressure. Just a straightforward conversation.

Location Denver, Colorado
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