One financial life.One integrated strategy.

XXI Wealth is an independent, private wealth practice. We advise a select group of principals nationwide—building, preserving, and transferring capital across generations.

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The Approach

Your wealth is more than a portfolio.

It may include a company you’ve built, equity that is vesting, a transaction taking shape, and an estate designed to carry it forward.

We connect the decisions across investments, taxes, liquidity, and estate planning—so no decision is made in isolation.

Wealth Solutions
What We Do
01 — Investment
Investment Management
Customized portfolios built across public and private markets, with individual securities used where greater control, tax efficiency, and customization matter.
01Investment ManagementCustomized portfolios built across public and private markets, with individual securities used where greater control, tax efficiency, and customization matter.
02Financial PlanningCash flow, retirement, education, risk and insurance: the frame every other decision is checked against.
03Pre-exit & Capital-Gains PlanningPreparing for the taxable event ahead, while structure, timing, and tax treatment can still be shaped.
04Estate & SuccessionThe structures of transfer, drafted with your attorney: trusts, documents, the succession of a business.
05Family & Generational PlanningHelping families navigate shared wealth, philanthropy, the preparation of the next generation, and the decisions that shape a lasting legacy.
06Private Client AdvisoryFor relationships where complexity runs beyond the portfolio, extending our core coordination with absolute discretion.
The Conviction

Years of experience across global banks, asset managers, and family offices showed us both the power of great advice and the limitations of a captive environment.

We are a team of professionals with different temperaments, talents, and convictions, united by a shared ideal: that exceptional wealth management is defined by personalized advice, thoughtful collaboration, and an unwavering commitment to each client’s unique goals.

That experience led us to create XXI Wealth—an independent fiduciary firm free to build each client’s strategy from the ground up, using the investments, planning tools, and solutions we believe are best suited to their needs.

The Team

The founding partners.

Meet our leadership team
Kurt Newsom
Kurt Newsom, CFP®
Managing Partner & Chief Compliance Officer

More than twenty years advising successful individuals, families, business owners, and executives. Planning, investment, and tax, held as one decision.

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Matt Cavanaugh
Matt Cavanaugh
Managing Partner & Director of Investments

More than two decades across capital markets and the business of sports. He leads how portfolios are built and managed.

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TH
Tracy Hoffmann
Managing Partner & Director of Client Service

Three decades in private wealth: the coordination, continuity, and follow-through that hold every relationship together.

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Who We Serve

We work with business owners, entrepreneurs, executives, legal practitioners, medical professionals, professional athletes and entertainers, and multigenerational families—clients whose investment, tax, estate, and planning decisions are too interconnected to be considered in isolation.

Our clients come to us for customized investment portfolios, proactive year-round tax planning, and access to both public and private investment opportunities.

They stay for the coordination: one team connecting the pieces of their financial lives, and long-term relationships built on thoughtful advice, transparency, and trust.

Your financial life is connected.
Your advice should be, too.

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