GEN X WEALTH ADVISORS

Gen X Wealth Advisors is an independent boutique wealth management firm built on meaningful relationships with a select group of clients. Our roots go back decades with the goal of offering comprehensive wealth management that integrates the and Health And Wellness because if you Financial Planning should include Health And Wellness. If you aren't able to enjoy your hard work and planning due to poor health later in life, then what good is it?... Today, Gen X Wealth Advisors offers personalized, in-depth financial planning and unbiased investment management services. We are fiduciaries, bound by law to act in your best interest. Your Gen X Wealth Advisor team has years of experience in the financial industry and has earned designations and credentials, Certified Financial PlannerTM practitioner, as well an MBA... At Gen X Wealth Advisors, we value objectivity, integrity and transparency. We provide fee-only financial planning focused on guidance and support. We don't collect..

Also known as: Gen X Wealth Advisors, LLC

Primary location: Irvine United States