Free Monthly Training

Build Smarter Wealth with Alternative Investments

Learn how a CPA, Wealth Advisor, and Operator work together to help you diversify, reduce taxes, and scale your portfolio with confidence.

Free monthly training • Limited access

Meet Your Expert Panel

Steven Gabrielsen, CPA

Steven Gabrielsen, CPA

President & CEO of Creative Advising

Lincoln West is a Wealth Advisor specializing in serving professionals, executives, and high-net-worth families who require a more strategic and sophisticated approach to wealth. He designs and implements tax-efficient, forward-looking strategies that extend beyond traditional public market investing. He is focused on preservation, growth, and generational wealth transfer. His work integrates investment management, risk mitigation, and long-term planning into a cohesive framework tailored to each client’s unique objectives. Through a disciplined and personalized process, Lincoln serves as a long-term partner to clients navigating financial complexity. He prioritizes clarity, discretion, and thoughtful execution, helping clients make confident decisions in an increasingly complex landscape. His focus is not only on building wealth, but on aligning it with what matters most: values of his clients, opportunity, and enduring legacy. Outside of advising, Lincoln is focused on building a life of purpose alongside his growing family. He enjoys coaching, spending time with his family, and pursuing experiences that push him to grow both personally and professionally.

Lincoln West

Lincoln West

Wealth Advisor at Altura Private Wealth

Specializing in portfolio diversification and aligning investments with long-term financial goals.

Shannon Robnett

Shannon Robnett

Real Estate Investor and Operator

With extensive experience in developing and executing alternative investment opportunities, Shannon brings real-world perspective on how deals are structured, managed, and scaled for long-term wealth.

Meet Your Expert Panel

Steven Gabrielsen, CPA

Steven Gabrielsen, CPA

Founder & CEO of Creative Advising

With over 12 years of experience, Steven designs and implements forward-looking, tax-efficient strategies that go beyond traditional tax preparation — helping business owners reduce liability, improve cash flow, and build sustainable long-term wealth.

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Steven Gabrielsen, CPA

Steven Gabrielsen, CPA

Founder & CEO of Creative Advising

Steven Gabrielsen is a CPA and the Founder and CEO of Creative Advising. He specializes in serving small business owners who require a more strategic and proactive approach to tax planning. With over 12 years of experience in the accounting and tax industry, he designs and implements forward-looking, tax-efficient strategies that extend far beyond traditional tax preparation. His work is centered on helping clients reduce tax liability, improve cash flow, and build sustainable long-term wealth through thoughtful planning and execution.

Having started his career in traditional tax compliance, Steven saw firsthand the limitations of one-time advice without proper implementation. This insight led him to found Creative Advising, a firm built to bridge that gap. Through a year-round advisory model, he works closely with clients to ensure strategies are not only designed but executed effectively. Known for translating complex tax concepts into clear, actionable steps, Steven helps business owners make confident decisions in an increasingly complex financial landscape.

Outside of advising, Steven is focused on continuous growth both personally and professionally. He values building meaningful relationships, sharing knowledge, and creating a lasting impact through the work he does with clients and his community.

Lincoln West

Lincoln West

Wealth Advisor at Altura Private Wealth

Lincoln specializes in serving professionals, executives, and high-net-worth families with tax-efficient, forward-looking strategies focused on preservation, growth, and generational wealth transfer — integrating investment management, risk mitigation, and long-term planning.

Click to read full bio →

Lincoln West

Lincoln West

Wealth Advisor at Altura Private Wealth

Lincoln West is a Wealth Advisor specializing in serving professionals, executives, and high-net-worth families who require a more strategic and sophisticated approach to wealth. He designs and implements tax-efficient, forward-looking strategies that extend beyond traditional public market investing. He is focused on preservation, growth, and generational wealth transfer. His work integrates investment management, risk mitigation, and long-term planning into a cohesive framework tailored to each client's unique objectives.

Through a disciplined and personalized process, Lincoln serves as a long-term partner to clients navigating financial complexity. He prioritizes clarity, discretion, and thoughtful execution, helping clients make confident decisions in an increasingly complex landscape. His focus is not only on building wealth, but on aligning it with what matters most: values of his clients, opportunity, and enduring legacy.

Outside of advising, Lincoln is focused on building a life of purpose alongside his growing family. He enjoys coaching, spending time with his family, and pursuing experiences that push him to grow both personally and professionally.

Shannon Robnett

Shannon Robnett

Real Estate Investor and Developer

With over three decades in commercial real estate, Shannon has built a vertically integrated platform focused on acquiring, developing, and managing multifamily assets — creating high-performing investment opportunities through disciplined underwriting and operational efficiency.

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Shannon Robnett

Shannon Robnett

Real Estate Investor and Developer

Shannon Robnett is a seasoned real estate investor, developer, and entrepreneur with more than three decades of experience in commercial real estate. As the founder and driving force behind Shannon Robnett Industries (SRI), he has built a vertically integrated platform focused on acquiring, developing, and managing multifamily assets.

Throughout his career, Shannon has specialized in creating high-performing investment opportunities by combining disciplined underwriting, strategic market selection, and operational efficiency. His approach emphasizes not only strong financial returns but also long-term value creation for investors and communities alike.

Beyond his work in real estate, Shannon is passionate about educating others on wealth-building strategies, particularly through passive investing. He frequently collaborates with financial advisors and tax professionals to help investors better understand how to grow and protect their wealth through strategic real estate investments.

The Problem

Most Investors Are Leaving
Money on the Table

Sound familiar? You're not alone.

Overexposed to stocks and traditional markets

Paying more in taxes than necessary

Missing out on alternative investment opportunities

Trying to build wealth without a coordinated strategy

The truth?

Wealth isn't built with isolated decisions — it's built with the right team.

What You'll Discover

What You'll Learn in This Free Webinar

Discover how a coordinated approach to investing can transform your financial future.

How alternative investments can strengthen your portfolio

Strategies to legally minimize your tax burden

Why having a CPA and Wealth Advisor aligned changes everything

How real operators execute deals that build actual wealth

Walk Away With Clarity And Strategy

After attending, you'll be able to:

Diversify beyond traditional investments

Understand tax-efficient wealth strategies

Identify better investment opportunities

Make smarter, more confident financial decisions

Start building long-term, scalable wealth

Ready to Build Wealth Smarter?

Stop guessing and start using proven strategies from professionals who do this every day.

No cost. No fluff. Just real strategies.

Frequently Asked Questions

Who is this for?
Investors, business owners, and professionals looking to grow and protect their wealth through smarter strategies.
Do I need experience with alternative investments?
No — this is designed to be valuable whether you're new to alternative investments or an experienced investor looking to sharpen your approach.
Is this a sales pitch?
No — this is educational, focused on delivering real value and insights you can act on immediately.