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
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.
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
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.
Saving for College
Choosing a Business Structure
