Our Journey to Financial Freedom – One Property At a Time.

My wife and I began our careers in Silicon Valley, enjoying the comforts of a solid income and lifestyle. However, as we started thinking about building a family,
we realized our financial stability was highly dependent on our jobs. Despite our investments in the stock market, its volatility made us uneasy, and the low
returns on bonds and savings accounts offered little reassurance.

Around this time, we came across Robert Kiyosaki’s book, Rich Dad Poor Dad. Two points in particular struck a chord:

The wealthy focus on building assets, not just income. We were doing the opposite—relying on a strong income while neglecting to build a solid asset
column.

The educated upper-middle class pays the most in taxes. Once again, that was us.
This realization set us on a mission to generate a non-W2 income stream, ideally passive, so we wouldn’t be tied to our jobs. Real estate emerged as the most tangible and easily understandable asset class with a proven track record. We ventured into the market in 2012, believing it was still a safer bet than other options.

Challenges and Early Failures
Being novices in real estate was overwhelming. We got lost in the endless maze of options—residential vs. commercial, long-term vs. short-term, single-family homes vs. multifamily complexes. Frustrated, we started making investments blindly, leading to several costly mistakes. We learned the hard way that real estate is not a get-rich-quick scheme. It requires strategy, focus, and the right guidance.

Learning and Course Correction
Despite the setbacks, we refused to give up. We shifted from a trial-and-error approach to a more strategic, focused one. Instead of rushing in, we took a paced, one-property-at-a-time approach, carefully evaluating each investment to ensure it aligned with our goals. This slow and step-function approach allowed us to minimize risk while building a strong foundation for our portfolio.
Every failure made us wiser and more informed, ultimately enabling us to make better decisions. We leveraged our perseverance, education, and hands-on experience to avoid the pitfalls that could have cost us a fortune. In about five years, we built a stable income stream that replaced one of our paychecks, and in less than two years thereafter, the second paycheck followed.

The Outcomes
Our hard work—and yes, even the mistakes—paid off! We achieved financial freedom, creating an investment machine that intelligently manages our portfolio. This journey has been nothing short of transformative.
Today, we own over five luxury vacation rentals, a boutique hotel, and a diverse mix of long-term rentals, all steadily growing.
Now, we work when, where, and if we want, with the freedom to spend quality time with our kids and pursue our passions. Most rewardingly, we guide other busy professionals like us on the path to financial freedom—one property at a time.

How Wisement Came to Be:
Once we began to succeed in real estate investing, we started sharing our learnings and the invaluable tips and tricks we picked up from other seasoned investors with our network of family, friends, and colleagues. This knowledge-sharing quickly spread like wildfire, and before we knew it, people were reaching out for advice and mentorship.

What began as casual advisory sessions with our network soon transformed into a consulting and mentorship business. With the implementation of optimization and automation, it evolved into an end-to-end, full-service real estate investment company. This journey not only created a new revenue stream for us but also brought us lifelong clients who became friends. The network effect exponentially improved our expertise, as sharing knowledge with others deepened our own understanding of the industry.
We are proud to share that in the past five years, we have served over 200 clients, helping them navigate their own real estate investment journeys.

What Sets Us Apart
What truly distinguishes us is our background in engineering and product management. My wife’s Stanford tech background and product acumen allowed us to approach real estate like building a product: creating a clear vision, defining a strategy, and developing an executable plan. We accelerated our growth through my expertise in operational efficiency and automation. Incorporating AI into various stages of the real estate lifecycle was the final piece of the puzzle, enhancing tenant and guest experiences, improving our quality of life, and giving us more time with our family and our clients.

What’s in It for You
We’re here to share what we’ve learned and help you succeed on your journey. At Wisement, we’ve developed real estate-specific tools and frameworks tailored to various stages of investment. More importantly, we’ll be with you every step of the way. We are a small, client-focused company that believes in automating and scaling solutions, allowing us to focus on what we love most—building relationships and supporting our clients whenever they need us.
We meet you where you are, offering personalized, customizable products and services. Whether you’re just starting out or looking to scale your real estate investments, we’ll craft a program that fits your lifestyle, financial goals, and aspirations.

The Time Is Now
With the emergence of AI, its never been a better time for busy folks like you to jump into real estate investing. Ready to take the next step? Set up a free 30-minute consultation call using the calendar link below or send us a text at 925-487-2551 . Your journey to financial freedom starts now and right here. What are you waiting for?