Helping you live and leave a legacy with Roots & Wings in Your Faith, Family, and Finances

Get Rooted...

Faith: We’ll help you discover how your faith influences your relationship with money, moves you to compassion, and points to your values.

Family: Understanding your family members and the dynamics at play surrounding money is a critical part of your financial picture, and we’re here to help!

Finances: We’ll help you define what’s enough for you, see what living in abundance could look like and watch with you as your values and goals align into a healthy relationship with money.

Nurturing the Nurturer: Generational Wealth Advisors is passionate about equipping and encouraging women to feel confident in their financial decision-making in the wake of death of a spouse, divorce or financial trauma.

Spread Your Wings...

Faith: When you’re rooted financially, your

values can point to countless opportunities to give of your time, talents and treasures.

Family: We’ll help you establish a sense of reassurance in your financial strategy, facilitating conversations with those who may be impacted most—your family!

Finances: When you’re living in abundance, you can be fearless with your generosity, even witnessing your gifts and legacy come to life in your family and community.

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