FirstGen Wealth的封面图片
FirstGen Wealth

FirstGen Wealth

金融服务

Chicago,IL 72 位关注者

A virtual, fee-only financial life planning practice for all the Firsts in their family to build wealth.

关于我们

No shame, no judgment, financial advice for the Firsts in their family to build wealth. FirstGen Wealth is a virtual, fee-only financial life planning practice founded by a FirstGen wealth builder. Let’s start changing your relationship with money from complicated to confident. We are a fiduciary, which means we are legally and ethically bound to act in your best interests. Also, it’s just the right thing to do. We don’t receive any commissions or sell you any products.

网站
https://www.1genwealth.com
所属行业
金融服务
规模
1 人
总部
Chicago,IL
类型
自有
创立
2022
领域
financial planning、wealth building、tax planning、money mindset、financial life planning、Equity compensation、education planning、charitable giving、student loan payment plan、estate planning、insurance review和Help you define your goals, vision and ideal life

地点

FirstGen Wealth员工

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