Activate Wealth was specifically and intentionally constructed to deliver financial advice to high income working professionals. These professionals and families are typically in their late 20s to early 40s with household income greater than $150k. Our focus is to help you enjoy your life now and proactively prepare for the future. Your primary goal right now is NOT retirement, and that’s ok! Here are some of the things you can expect as a client of Activate Wealth:
Born and raised just outside of Philadelphia in Collingswood, NJ, I attended Penn State University and obtained a bachelor’s degree in Finance. After gaining valuable experience at a local planning firm in New Jersey, it became clear to me that I wanted to work more with my peers. Looking around the financial planning industry, there just weren’t enough advisors working with the next generation of clients. I couldn’t quite understand why that was. There is certainly no shortage of financial decisions we face early in our careers.
“How much house can I afford?” “How do I properly invest in the market?” “Which debt should I pay down first?” “Do I need life insurance?” “How do I pay less in taxes?”
Why should we wait until retirement before we get access to professional advice? It doesn’t make any sense!
While many planners and firms set out to serve “individuals, families, and small business owners”, I created Activate Wealth to work directly with busy working professionals. After realizing how under served this client demographic really was, I made it my mission to serve them effectively.
My goal is to help you start the wealth building process at a young age and build a lasting relationship as your financial partner.