man and girl sitting on brown dock near boat and two white ducks during daytime by Caleb Jones

We help first-generation wealth make smart decisions about their money

So you can do what you want to do.

You’ve worked hard to build your wealth from scratch—and more of it than you thought possible.

You’ve made smart moves along the way. But no matter how many moves you make, you can’t shake the feeling you’re still two steps behind.

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Maybe you spend time worrying about:

Sound Like You?

“I don’t know what I’m messing up.”
“I don’t know if I have enough to retire.”
“I don’t know what I’m missing out on.”
“I don’t know who to talk to.”

All of these are normal—in fact, 64% of people with advisors still feel they lack someone they can confide in about their money. The problem isn’t you. It could be a cookie cutter financial plan. But you have a growing sense—it’s not working for you.

Our experience

For over 25 years, we’ve earned the trust of First-Gen Wealth clients like you, helping them grow and protect what they’ve worked to build.

Our experience means you can focus on what matters most to you, with the confidence that we’re handling the details—anticipating obstacles, adapting to changes, and ensuring your wealth continues to grow.

We don’t just create a plan—we create peace of mind.

We make sure your money helps you do what you want to do and doesn’t get in your way.

We start with developing clarity around your goals and build a plan of how you’ll get there.

We’ll help you stay on track and make sure you’re informed every step of the way.

Making smart decisions about your money requires a comprehensive look at what can impact your money. To make sure no stone is left unturned, we use a long checklist to provide an ongoing analysis of your financial picture by focusing on the following wealth management pillars:

Wealth management pillars

You’ve worked hard to get where you are. It will take work to get where you’re going. The good news is that with the right plan and partner to ensure the plan happens, then security, freedom, and peace of mind are within reach!

Financial Planning

We ensure your cash flow is steady, your debt is manageable, and your financial health is strong. Our plans adapt to your changing needs, providing peace of mind and a clear path to your future.

Asset Management

We grow your wealth with expert investment management, using a data-driven approach to create a diversified portfolio. Our proactive management aligns your investments with your goals and market conditions.

Risk Management

We identify and mitigate risks to protect your assets and well-being. Our strategies cover health, liabilities, and unforeseen events, providing security and peace of mind.

Tax Strategies

We minimize your tax burden and maximize your savings through effective tax strategies. Our network of tax professionals helps you take advantage of available deductions and credits

Estate and Legal Planning

We protect your legacy with comprehensive estate and legal strategies. Our network of legal professionals ensures your assets are distributed according to your wishes and secures your family's future.