What is Gen W?

Gen W is dedicated to helping parents and their children understand how to build wealth. Whether you make the median household income or you're in the top 1%, Gen W will give you simple and actionable steps to build a financial future for you and your kids.

Talk Time

Do you feel overwhelmed with all the financial jargon? Let's talk and get you from I don't know what I don't know to I know what to do next

Basic Beginnings

Do you have an emergency fund? Is it making 10x the average interest rate? If not, let's fix that ASAP and get your money to start working for you.

Initial Investments

Setting up a retirement or investment account is quick and easy, even if it might not feel that way. Let's chat about how we can fix that.

Start Your Own Wealth Building Journey

The Gen W blog is your dedicated resource to get started with your wealth building journey. From learning essential terminology to setting up your first Roth IRA, the Gen W blog will get you started.

Why I Won't Buy Bonds for My Children

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