Your Financial Future Can Look Amazing!
We believe that holistic planning is the best way to help families thrive financially.
The Bucket Plan®
Our unique, easy to understand process can help you meet your financial goals.
You Are on Your Way to Making Great Financial Decisions
If you are looking for a firm with knowledge, expertise and personalized care, you are in the right spot!

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

Our Process:
NextPhase
NextPhase is our unique process for retiment incom planning. It is a clear investing approach for creating lasting,inflation-adjusted retirment income through the use of time segmantation.

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
You Dream it, We help You Plan it, You Enjoy it.
Discover an array of services for all your financial needs.

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

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

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

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

TIPS for Inflation

4 Elements of an Estate Strategy

What to Look for in Personal Finance Apps
How Much Do You Know About Investing?
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."