Gen X Wealth Partners is a virtual financial planning and wealth management practice serving clients who want clear, personalized guidance for complex financial decisions. The firm helps clients assess whether their plans are keeping pace with their goals, including through complimentary retirement reviews and a streamlined, one-page financial plan. Its services and resources address retirement, investments, estate planning, insurance, taxes, money, and lifestyle, with college planning tools and educational materials also available.

To help clients understand investment risk, Gen X Wealth Partners uses Tolerisk®, an analytical tool that evaluates both willingness and ability to take risk. Its results provide a personalized risk benchmark and an estimate of the probability of running out of money, for review and discussion with an advisor. The firm’s virtual practice is designed to make meetings and financial management convenient, allowing clients to connect around their schedules and access technology from different locations. Gen X Wealth Partners also shares tools, calculators, articles, videos, and events to support informed financial decisions.