At WealthEngage, our ongoing commitment to multigenerational planning includes helping the next generation assume the mantel of responsible stewards of wealth.
Often the adult children of our clients, individuals in the emerging wealth category, are in the process of building their careers, practices, businesses and families. They may not have accumulated significant wealth at this point, but they have a great potential for doing so.
We are here to help them balance short-term needs with long-term goals, such as investing for retirement through their employer-sponsored retirement plan or personal IRA. Our goal is to offer investor education and help them establish good financial habits that will serve them well throughout their lives, and provide the guidance they’ll someday need for assuming stewardship of inherited family wealth.