Garrett Stanley, CPWA®
Founder | Strategic Advisor | Investor
Helping Founders & First-Gen Wealth Builders Build with Intention
From financial strategy to operational clarity, I work with ambitious builders who want to grow, protect, and pass on something that lasts.
About Garrett
Family Wealth Strategist. Entrepreneur. Thought Partner.
I’m Garrett, founder of Stanley Wealt Partners, Angel Investor, and VC investor.
My work focuses on helping founders and first-generation wealth builders achieve clarity, build momentum, and steward their success into something greater.
I advise across the spectrum—from managing family wealth with deep, concierge-level financial planning to scaling operational frameworks for growing businesses.
What ties it all together?
I work with people who care deeply about the legacy they’re creating.
Let's Connect
I work with founders, operators, and families who are building something meaningful and lasting.
If you’re looking for strategic clarity and real partnership, let’s talk.
Current Portfolio
A Modern Family Office for Founders & First-Generation Wealth Builders
We offer planning, investment, and private CFO services that go beyond the typical portfolio. Our focus is family wealth—built, grown, and protected with intention.
The Most Powerful Operating System for Medicaid Waiver Providers
Cura is the most powerfil digital platform helping Medicaid Waiver Providers streamline operation, reduce compliance burdens, and prepare for Value-Based Payments.
Intuitive Sales Commission Software
Revolutionizing sales commission software by removing unnecessary complexity and providing intuitive, user-friendly tools that ensure success and efficiency for all.
Driving The Future of Freight Through AI
Revolutionizing transportation logistics with AI-powered solutions. TILT’s flexible transportation management system combines accurate tracking and sustainable growth tools to drive the future of freight.
AI-Powered Project Intelligence
BuildQ provides project developers with a comprehensive platform and AI-enabled tools to accelerate development, reduce risk, and scale portfolios.
The First Social Travel App
Otsy blends the best parts of social media with the convenience of leading travel apps.
AI Claims Letters for P&C Insurers
AI letter generation with human review brings both speed and compliance to leading insurers.
Creating Content at the Speed of Life
Streamlined content creation through AI-assisted, professional video editing.