This is a first hand account from Michael on why he built Gen X Wealth Partners:

"Picture this: I'm sitting across from a potential new client, pouring over their finances. They had grand dreams of retiring , but as I went through the numbers, it became heartbreakingly clear that this just wasn’t going to happen on their terms. Their eyes welled up with tears, and I felt like the world's biggest buzzkill. 

At that moment, a light bulb went off in my head. I thought, wow, if only I could hop into a time machine and help them 20 years ago, we wouldn’t be in this mess. And that's how Gen X Wealth Partners was born. 

I’ve seen friends, family, and colleagues — all solid Gen Xers — juggle student loans, mortgages, kids, aging parents, and career changes. It hit me that most of us are flying by the seat of our pants when it comes to finances. So I created Gen X Wealth Partners specifically for people like us, folks in their 40s and 50s who still have enough runway to straighten things out.

Our business is built on a foundation of thoughtful client relationships."