High Net Worth Investor Strategies Rooted in Tax Efficiency
Tailored Investment Strategies for Real Estate Investors, Entrepreneurs, and High-Income Professionals
Hello, I’m Shawn Ogawa
Service has always been at the heart of who I am. From helping friends and my church community to serving 14 years as a California Highway Patrol Officer, I’ve always found purpose in supporting others. Today, as a financial advisor with offices in Boise as well as Nampa, Idaho, I bring that same commitment to helping families and business owners navigate their financial journey.
The Tax Efficient Advisor Isn’t Just a Name—It’s a Mission
It’s The Heart of What I Do.
At the core of my work is the belief that every dollar you’ve earned—whether from the land you’ve worked or the business you’ve built—deserves intentional stewardship. I help clients explore tax efficient investment options tailored to their goals, guiding them in growing and preserving wealth with purpose and clarity for the future.
Client First Approach
As your Wealth Advisor, I am a fiduciary (Series 65 Investment Advisor Representative), licensed in all 50 states, which means I’m legally and ethically obligated to take a client first approach and to act in your best interest. Furthermore, as your trusted advisor, the information you share with me remains strictly confidential. My role is not just to advise, but to serve with integrity and commitment, ensuring that every decision we make together benefits you first and foremost.
Collaboration
Wealth management works best when your trusted professionals are aligned. I believe your realtor, tax professional, attorney, and financial advisor should work together—not in silos—to develop a coordinated strategy that serves your best interest.
By fostering open communication between your advisory team, we build a unified plan that reflects your unique goals, reduces inefficiencies, and helps you make confident, well-informed decisions. This collaborative approach is especially valuable for real estate investors, entrepreneurs, and high-income families navigating complex financial landscapes.
Endowment Style Investing
I believe diversification goes beyond just stocks and bonds. Inspired by the endowment model used by institutions like Yale and Harvard, I construct portfolios across a wide range of alternative asset classes to help reduce risk and pursue long-term growth.
The result? A more resilient, institutionally inspired investment strategy, designed to help weather volatility and grow your wealth over time.
-
Institutional-Style Portfolio Design
Bring the power of endowment-style investing to your personal portfolio. I help clients diversify beyond traditional stocks and bonds with access to private markets, real assets, and non-correlated strategies—designed to reduce volatility and pursue long-term growth with intention.
-
Comprehensive Financial Planning
Wondering if you're truly on track for retirement? I help high-income earners and business owners optimize contributions, align investments with their goals, and create income strategies designed to minimize taxes and maximize peace of mind.
-
Tax-Efficient Investing
Invest with purpose—and keep more of what you earn. I help high-net-worth individuals and real estate investors reduce tax liabilities through strategies like 1031 Exchanges, Qualified Opportunity Zones, and other tax-advantaged investments designed to grow wealth efficiently.
