Money is powerful but it is not almighty. At Soul Wealthy Group, we want our clients to be rich in assets and in spirit. Our independent financial advisers walk with them through life’s different stages, using our
financial planning expertise to help them generate, accumulate and preserve wealth. And when they are ready to join
The Guild of Generations, our inner circle of business owners and high net worth individuals who believe in doing well and doing good, we work with them to structure their will and estate — to bequeath their wealth in a manner that benefits future generations. This is how our
team of independent financial advisers and estate planners, together with our regional partners, create Generation for Generations.