LPL Featured In
Coordinated Wealth For Every Stage of the Journey
WealthCentra OS™ is our proprietary wealth architecture built for established business owners and senior corporate executives approaching a major transition such as retirement or a business exit. It also includes an ongoing planning partnership that coordinates the decisions before, during, and after that moment across tax, investments, insurance, estate, and business. We provide family-office-style coordination and strategy, aligning every part of your financial life through one unified structure.
Who We Are
- Saxe Capital — The Entrepreneur’s Chief Wealth Officer™
- Your integrated wealth architecture: WealthCentra OS™
- Your Wealth Advisor quarterbacks day‑to‑day execution
Who We Help
- Established business owners approaching retirement, exit, or succession
- C-suite executives and senior corporate leaders within ten years to their Third Act
- High-earning professionals navigating or planning for a major wealth transition
What You Get
- Clarity by unifying your personal, financial, and business systems
- Coordinated execution with your Family CFO aligning tax, investments, risk, estate, and business strategy.
- Time freedom by removing complexity so you can pursue your vision and passions.
Fragmentation Destroys Efficiency.
Most entrepreneurs operate through silos — until the system breaks.
Disjointed advice across tax, legal, investment, and business strategy creates friction, waste, and hidden risk. Your CPA, attorney, and financial advisor each perform their roles — we coordinate the full picture.
"When strategies collide, value is lost. When they align, value compounds"
-Christian Ortez
Personal. Financial. Business. All Coordinated.
WealthCentra OS™ integrates every dimension of your financial life into a single, orchestrated framework.
Each domain is coordinated through Saxe Capital as your Chief Wealth Officer, with your assigned Family CFO quarterbacking day-to-day execution.
Built for Entrepreneurs. Engineered for Alignment.
If this sounds like you, we should talk:
From Fragmented to Integrated
WealthCentra OS™ is a disciplined process that delivers clarity, structure, and continuity.
01
Diagnose & Design
Map your personal, financial, and business systems to identify gaps, inefficiencies, and misalignments, then build a comprehensive financial plan that clarifies priorities and establishes your long-term strategy.
02
Integrate & Implement
Align your tax, legal, investment, insurance, and business strategies through one coordinated framework, and begin implementing the plan with your Family CFO managing day-to-day execution.
03
Monitor & Optimize
Maintain alignment across every domain through ongoing oversight, proactive tax and investment updates, and continuous adjustments as your life, wealth, and business evolve.
WHAT OUR CLIENTS SAY
Client Testimonials
This work is personal to us. We sit on your side of the table for the long haul, with the care, honesty, and consistency you’d expect from family.
"Christian has been an amazing partner of mine for over 10 years helping me navigate strategies as an early-in-career young adult onwards. He is always listening to what my goals, ideas, and concerns are and helps me map out the plan for how to best accomplish long-term success. Over the years, his guidance has helped me prepare me for retirement. Christian has always been extremely accessible to help with input and direction on a moment’s notice, always only a phone call or text away. The close 1:1 relationship allows him to give personalized feedback, specific to what he knows are my goals. This is very different than robo-advisors or different advising services I have used in the past where there is no awareness or context of who I am or what my objectives are. Working with Christian has allowed me to access investment avenues I’d never have as an individual investor, access to different lending options, and more. I couldn’t recommend working with him strongly enough"
- Jacob L. | Executive
This statement is a testimonial by a client of the financial professional as of 03/11/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
"Christian has been my portfolio advisor for several years now. He is very professional, straightforward, and explains the ins and outs of financial investments in a way that’s relatable and easy to understand. He listens well; I always feel comfortable asking for clarification or more information and I can openly discuss any concerns. And he accommodates my ever-changing schedule. I think he is also caring, genuine, and trustworthy. I highly recommend him!"
- Mirla R. | Business Owner
This statement is a testimonial by a client of the financial professional as of 08/28/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
"Christian Ortez is an absolutely wonderful wealth manager, and I have been working with him for years. He assisted me with setting up my retirement accounts, and has kept me on track. He has navigated me through several job 401k changes, and also helped navigate me through the death of my mother in 2016 (and all of the financials that went along with that). The trust & friendship that has been built is what keeps me with him"
- Wendy A. | Controller
This statement is a testimonial by a client of the financial professional as of 09/13/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
"Christian has provided our family with expert portfolio advisement for well over 15 years. His explanations of investment options are easy to understand and often includes multiple options to choose from. He is always available to answer any questions and gets back to you promptly. We have and will continue to recommend Christian to our friends and family with no hesitation"
- Brenda T. | Corporate Executive
This statement is a testimonial by a client of the financial professional as of 02/27/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
"We’ve been working with Christian and his team for more than 15 years. Christian worked with us to develop a socially-responsible and fossil-free investment strategy for us. It’s been great to be able to invest responsibly"
- Pierre D. | Co-Founder & Chief Operating Officer
This statement is a testimonial by a client of the financial professional as of 09/06/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
"Christian Ortez has been our financial advisor for several years. He’s extremely knowledgeable and is able to explain in layman terms everything to us about our financial plan. As importantly, he is a very caring person who genuinely cares deeply about giving us the best financial advice possible. I highly recommend him"
- Tonya O. | Retiree
This statement is a testimonial by a client of the financial professional as of 09/16/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Powered by Industry Titans
As a multi-custodial firm, we give you the flexibility and advantages of working with LPL Financial, Charles Schwab, and Fidelity Investments, combining personalized guidance with the strength of a diversified infrastructure.
3
Custodians
Your Saxe Capital team has the tools, technology, and support of three industry leaders
$18 Trillion¹
Assets Under Custody
Our custodial partners custody over $18 trillion in brokerage and client assets.
Fortune 500²
Support
Your advisory relationship is supported by the resources of multiple Fortune 500 organizations.
¹ Sources: Charles Schwab October 2025 monthly activity report $10.9 trillion; Fidelity 2024 annual report $5.9 trillion; LPL data as of May 2025 $1.8 trillion.
² Charles Schwab ranked #85 and LPL Financial ranked #340 on the Fortune 500 in 2025.
