
You’ve followed the rules—worked hard, saved diligently. But real wealth? It demands a smarter framework the system never taught you.
You’ve built income, assets, and financial stability. But deep down, you know there’s more potential — more impact to make with what you’ve earned.
That’s where StrategIQ comes in. We bring the insight, strategy, and tools to help you move beyond the conventional — and build real wealth with intention, efficiency, and purpose.
Who We Help
Optimize What You Already Have
You’re contributing beyond your 401(k) match—but aren't sure it's the smartest long-term move.
You’ve got old 401(k)s or retirement accounts from previous jobs and not sure what to do with them.
You’ve built up assets—brokerage accounts, retirement plans, or cash value life insurance—but you’re not sure how well they’re working together (or if they’re optimized at all).
You recently received a raise, bonus, or inheritance and want to make sure it’s put to work strategically.
You’ve already “done the basics” (401(k), Roth, term insurance) but want to know what's next.
Deploy Excess Cash Intetionally
You have excess monthly income, but you’re unsure where to allocate it for maximum tax efficiency and long-term growth.
You're sitting on cash and want it to work smarter— without losing liquidity or flexibility.
You’re a business owner generating solid revenue, but your personal wealth strategy hasn’t kept pace.
You want your savings to do more than sit idle in low-interest accounts—but without taking on unnecessary risk.
You’re curious how the wealthy structure their money to balance liquidity, safety, and growth (and whether you can do the same)
Plan the Next Chapter
You feel like you're making a good income—but still aren’t confident about how it translates into long-term financial freedom.
You’re within 5–10 years of retirement and want to get strategic about turning your nest egg into sustainable income.
You’re looking for ways to reduce taxes over your lifetime, not just this year.
You’re thinking about reducing your workload or selling your business and want to position yourself for financial independence.
You want to ensure the wealth you’ve built is passed on wisely to heirs or causes that matter to you.
You want to help fund your kids’ college or future needs, and you’re exploring options beyond the typical 529 plan.
You’re concerned about taxes eroding your retirement income and want a strategy to protect more of what you’ve built.
You’re just tired of generic advice and want a real strategy that fits your life, values, and vision.
If any of these sound familiar, you’re in the right place. We can help!
“The Question That Changed My Life—and Could Change Yours Too.”
Hi, I'm Colton!
After 15 years building business strategy inside the corporate world, I thought I was doing everything right. Great job, steady income, prudent savings—checking all the right boxes.
And yet… I still wasn’t on track for the level of “freedom” I had envisioned for my family. That realization kept bringing me back to a single question:
“What do the wealthy know that the rest of us don’t?”
That question sent me down a new path. I started studying how real, lasting wealth is actually built—beyond the traditional advice we’re taught to follow.
The deeper I went, the more I realized the system isn’t necessarily broken—it just isn’t intended to create the kind of freedom most of us are looking for.
That shift in perspective changed everything. I felt compelled to do more than just apply these insights in my own life— I wanted to help others step off the conventional treadmill and start building true financial independence with intention.
So I began documenting what I was learning—distilling the mindset shifts, strategies, and key principles that had the greatest impact. That work eventually became Principles of a Wealth Mindset — a guide to help others challenge old assumptions and unlock smarter paths to long-term freedom.
And it also became the foundation for Think StrategIQ —where I now help growth-minded professionals and business owners build wealth with intention and insight.

Founder, Think StrategIQ
Author, Principles of a Wealth Mindset
Written by Colton King
Our Free Gift to You

Building Real Wealth Begins with Mindset
The most important shift in building wealth doesn’t start with spreadsheets — it starts with how you think.
Wealthy individuals operate from a different lens. They follow principles, not just products.
They prioritize control, leverage, and long-term impact — not just accumulation.
This guide will help you rethink what’s possible by challenging the outdated beliefs that quietly hold people back from the freedom they’re after.
Inside, you'll learn:
The mindset frameworks that shape high-leverage decisions
How the wealthy view risk, opportunity, and control
What conventional advice often misses — and why it matters
How to begin building on purpose — not autopilot
If you’re serious about building wealth intentionally — or just curious what the wealthy do differently — this is a great place to start.
We help you uncover what’s missing — and rethink what’s possible — so you can build wealth with purpose, not guesswork.

We start by clarifying where you are today and what freedom looks like to you— then uncover the inefficiencies holding you quietly limiting your progress.

We guide you through key principles the wealthy use to create freedom: liquidity, leverage, tax strategy, and opportunity readiness and smart protection.

We model your real scenarios using our StrategIQ Wealth Engine so you can visualize how smarter decisions creating compounding impact.

We help you design a strategy rooted in what matters most— then guide you in taking intentional steps when you're ready. No pressure, just clarity and aligned strategy.
Let's connect – the first step is a 30-minute intro call to see if we're a good fit.


We don’t use cookie-cutter roadmaps or plug you into a system designed for the masses. Our focus is precision strategy based on your unique goals, income, assets, timeline, and risk appetite.

We help uncover ways to reposition existing cash flow or assets — often revealing overlooked opportunities to fund your goals more efficiently. It’s about getting more from what you already have.
We don’t manage your budget or investment portfolio. We specialize in modeling the moves that can build long-term wealth — using smart structures the traditional system rarely explains.
Our advanced modeling process helps you visualize smarter ways to grow and protect your wealth — by simulating trade-offs, optimizing for impact, identify ideal strategies based on your goals.
Every recommendation is based on logic, math, and long-term projections — not opinions — and always illustrated clearly before you act.
Your life will evolve — and your strategy should too. We revisit, update, and optimize to help you stay aligned with opportunity over time.
After modeling long-term tax exposure, we identified an opportunity to reposition monthly contributions—reducing estimated lifetime tax burden without needing save more.
By shifting underperforming investments and reallocating excess business cash flow, we increased long-term income projections — keeping liquidity intact.
Using funds that were sitting stagnant in savings, we modeled a path to create $2,200/mo in future income — while still preserving emergency access today.
Modeling showed reaching financial independence by 52 instead of 60 by restructuring existing assets and redirecting monthly contributions. No additional income required.
We helped redirect $3,000/month in excess cash flow from the business into a flexible strategy that builds long-term income, preserves access to capital, and reduces future tax exposure — all without affecting current operations.
Discovered surplus contributions in a less efficient asset. We reallocated those dollars, improving both liquidity and 18% increase in monthly income retirement projections — no reduction in lifestyle needed.
Ready to discover what's possible?
Don't worry, this isn’t a sales call — just a chance to connect, talk through your situation at a high level, and see if our approach aligns with what you’re looking for.
If it seems like a fit, we’ll outline next steps.
If not, no worries — you’ll leave with a better sense of what to look for and where to go from here.
Zero pressure. No obligation. Completely free.


Advanced Wealth Strategies for Growth-Minded Professionals and Business Owners
Serving Clients Nationwide Virtually
Available for in person meetings throughout Phoenix, AZ Metro Area
This website is intended to provide general information about Think StrategIQ and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services is provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.
Think StrategIQ is not a law firm and does not provide legal or tax advice. Any information provided by Think StrategIQ is intended for informational purposes only and should not be construed as legal or tax advice. We strongly recommend consulting with a qualified attorney or tax professional for advice specific to your individual circumstances.
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