Specialties

Financial Education • Financial Literacy • Wealth Education • Building Generational Wealth

Financial education is the core of what we do at The Wealth Syndicate. Without a solid financial education, it is difficult for us to make informed decisions in our complex and ever-changing economy. Unfortunately, a lack of financial education has become increasingly common. This has the potential to lead to mistakes that have negative long-term impacts on financial health.

Our mission is to close the knowledge gap using a straightforward, candid, and compassionate approach. We aim to make the critical life skill of financial literacy less intimidating to the average person, providing the tools necessary to empower and maneuver successfully throughout their financial journey.

Wealth is not only for the wealthy - let’s close the knowledge gap together.

Kids & Money

Working with money is a vital life skill. We believe it is never too early to teach children about the economy and money management.

The Wealth Syndicate works with schools and other educational facilities to teach age-appropriate tools and techniques that help children prepare for a healthy financial future.

Small Social Groups / Workshops

We work with individuals, families and their friends on providing approachable financial education.

We customize our topics to meet the needs of each group or club.

Corporations & Nonprofits

We work with corporations and nonprofits to provide financial advisory services and educational programs to employees. Depending on the organization, we also work with Human Resources to schedule seminars and workshops about how to promote long-term financial wellness with approachable strategies.

Small Businesses

Are you an entrepreneur and want to take your business to the next level? We offer financial bootcamps and workshops for small business owners and networking events attended by business owners. Our Small Business Programs are tailored to address the specific needs and concerns of the group.