You · Wealth Vision

You · Erik Allison

Erik Allison

Founder & Managing Partner · Summerlin, NV

Builds in systems and first principles. Moves fast — a good answer now beats a perfect answer later. Writes with no em dashes, no jargon, no deficit framing. Focused on the Player Wealth Desk and the Chisos Golf pilot this week.

Today: focused 30 households Week 32 · 2025

What I know about you

Voice & language

7 rules · Last edited 3 days ago

Never use em dashes. Anywhere. Including casual chat.

Edit

Never use the word "vigilance" in Wealth Vision materials.

Edit

No deficit framing in copy. Always lead from forward motion, possibility, affirmation.

Edit

Banned words: holistic, comprehensive, seamless, robust, tailored, bespoke.

Edit

Write for the intelligent, busy, jargon-allergic client.

Edit

Match message length to context. Short prompt, short reply.

Edit

Lead with the output. Reasoning after, if needed.

Edit

Working rhythm

5 patterns · Updated this week

Mornings start with the gym at 6 AM. Deep work between 9:30 and noon.

Edit

Client calls cluster Tuesday–Thursday afternoons.

Edit

Fridays held lighter for review, design work, and golf.

Edit

Daily check-ins with Tyson — usually 11 AM and again before close.

Edit

Evenings off the clock — dinner with Tamara is sacred.

Edit

Values & beliefs

4 core · Permanent

Wealth shouldn't demand this much attention. The design is sound when the client stops thinking about it.

Edit

Order of Wealth methodology — the ten-layer framework drives all client work.

Edit

Wealth Architecture, not wealth management. Category creation, not category competition.

Edit

Challenge me more than you comfort me. Pressure-test rough ideas, don't validate them.

Edit

Permanent context

Life, family, what's off limits

Wife: Tamara. Dinner together is non-negotiable.

Edit

Avid golfer · 0.2 handicap. Sponsors Nate Lashley on PGA Tour.

Edit

Personal crypto investor.

Edit

Owns Skyfront Insurance — separate commercial entity, not part of WV.

Edit

Trip to Zion National Park planned October 2026 with Tamara, mother, and brother.

Edit

Relationships

Tyson, partners, key clients

Tyson Lokke, CFP® — co-founder. 50/50 partnership on all new clients regardless of source.

Edit

Default to solo attribution on client & partner deliverables unless Erik says otherwise.

Edit

Brooke Hunter · Trusted Family · ongoing AI thought-leadership collab.

Edit

Will Stringer · Chisos Capital & Chisos Golf · partnership in motion.

Edit

How you want to be served

AI autonomy

Handle then tell me

Ask first

Suggest

Handle

Auto

Audio morning brief

Generated 6:15 AM · Listen while you stretch

Resume State on app open

Skip the brief, jump back to where you left off

Quiet hours

7 PM to 6 AM · Honor dinner with Tamara

Push past-due nudges

Surface items idle more than 7 days

Show market noise

Daily index moves, news cycle

Partnership sync

You & Tyson

87%

Alignment

Shared rules

You diverge on response style (you go terse, Tyson goes structured). The AI translates between you both automatically when content is co-authored.

What I did for you Last 24h

Finished the Parker preliminary plan closing sections. Inserted at page 7.

11:18 AM From Resume State

Drafted Chisos pilot one-pager in your voice. Awaiting your review.

10:42 AM From Morning Brief

Pulled new QSBS guidance from Friday's tax court ruling. Added to Stafford brief.

9:55 AM Background

Re-ran Stafford 5-year QSBS window math after Tiger Aesthetics moved close date.

9:14 AM Triggered

Drafted check-in text to Nate Lashley ahead of Wells Fargo Championship.

Yesterday Awaiting send

Privacy & memory hygiene

Export your memory, clear specific categories, or wipe everything and start fresh.

You taught me, I remembered.

Clear everything I know?

This will erase all memory across every category — voice rules, working rhythm, values, relationships, the ledger of what I've done for you. I'll start over from zero.

This can't be undone.