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We offer customized financial solutions for every client.

We offer customized financial solutions for every client.

Unlike many wealth management firms that focus primarily on investing, Papa Wealth offers integrated wealth management strategies that address your entire financial picture.  We call it Holistic Planning.   

Working with us may help you:

  • Sleep soundly at night
  • Live a stress free retirement
  • Invest intelligently
  • Replace your income
  • Retire early
  • Find financial freedom
  • Avoid running out of money
  • Take care of loved ones
  • Obtain clarity of financial direction
  • Thrive financially 
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Our Process<br/>The Bucket Plan&#174;

Our Process
The Bucket Plan®

The Bucket Plan® is a holistic way to incorporate all of your assets – investments, insurance, taxes, estate planning, Social Security and retirement income – and design an easy to understand, written plan that will meet your retirement goals.

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Our Philosophy

Our Philosophy

We believe that building holistic financial plans for our clients is the best way to help them thrive financially. This is an integrated approach that coordinates all of the key areas of your financial life, including:

  • Investments
  • Retirement Income Planning
  • Insurance
  • Tax Planning
  • Social Security Strategies
  • Estate Planning
  • Charitable Giving
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 You Dream it, We help You Plan it, You Enjoy it. 

Discover an array of services for all your financial needs.

Investments

Investments

Smart investing shouldn't perplex, puzzle, or confound. Our investment strategies are customized for each client.

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Retirement

Retirement

Enjoy the fruits of your labor. We specialize in building customized retirement income plans. 

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Estate

Estate

Effective estate management enables you to manage your affairs during your lifetime and beyond. 

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Insurance

Insurance

We can help create the insurance strategy that best fits your needs. Protect your family, with our help, from the financial consequences of life's unexpected events.

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Helpful Content

Curated articles, videos, and more, for a financially savvier you.

Inventorying Your Possessions

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
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Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.
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Have a question? We're ready to help.

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