Coming Early 2021

First Generation Wealth

A book designed to help entrepreneurs and business owners learn enduring strategies for building a meaningful and lasting legacy.


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Simple Insightful Guidance


A practical guide for the hard-working wealth creator navigating and serving the best interests of their family, business partners, clients and employees. 

Written by two veteran entrepreneurs and financial professionals, this book shares compelling insights and guidance to help you create a life of enduring wealth and purpose.

Your Generational Roadmap

Wealth planning experts estimate that 70% of second generations and 90% of third generations squander their inheritances, known as the shirtsleeves to shirtsleeves phenomenon. Will your family wealth and relationships evaporate as well? Instead, learn how to build a legacy that lasts.

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First Generation Wealth becomes available Early 2021. 

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