Our mission is to advocate for your unique needs. Gen X is being pulled in so many directions. You may have kids who are busy with school and possibly ready to enter college. You are certainly busy with your career.
We understand your parents are getting older and you’re concerned about their well-being. At the same time, you deserve to enjoy life and to be able to focus on the people and things you care most about. As you work to manage your finances, it requires time and you only have so much. We want to be your partner in the process of taking control of your future and the circumstances that have the most impact on your financial security. You can rely on us to relieve you of some of this burden so you can spend more time focusing on the people and things you care about most.
In your family, you are the CEO and you have a vision of what you want for your loved ones, both now and in the future. We are your Family CFO, working with you to create a plan that will enable you to make that vision become a reality.
The first cassette tape I ever owned – yes, cassette tape – featured the Jon Bon Jovi classic "Living on a Prayer." While it remains one of my all-time favorites, I also know this free-spirited mindset has all too often been embraced as a misguided approach to retirement planning as investors continue to kick the can down the road and don’t know where to start.
Now it’s time to start living on a plan. Our goal is to get you on track so that you can pay more attention to what’s most important to you.
Gen X Wealth Partners’ purpose-driven investment planning approach is focused on helping you gain a deeper understanding about your intentions for your wealth and integrating your core values across wealth planning.
We understand great relationships begin with listening. This is key in the advisor-client relationship. We offer customized solutions that offer more than just potential returns. We can help you align your portfolio to your personal convictions. Having your investments speak for you is powerful and might just lead you to taking a look a little more often. We want you to feel empowered with your money reflecting who you are as a person.
One of the key benefits of having a purpose-driven financial plan is that it can help you balance competing financial priorities. Your plan will clearly show you how your financial goals are related. For example, you’ll see how saving for your children's college education might impact your ability to save for retirement. You can use the information you've gleaned to decide how to prioritize your objectives, implement specific strategies, and choose suitable financial solutions.