FINANCIAL INVENTORY – ASSETS AND DEBTS
The largest wealth transfer in history is Upon us.
Is your family ready?
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A New Era
$84 Trillion Wealth Transfer by 2045
A historic shift of assets from Baby Boomers to Millennials and Gen Z is underway. At NTX Wealth Management, we’re here to ensure that this transfer becomes an opportunity for long-term family prosperity.
Generational Inheritance
Why Multi-Generational Planning Matters
Without the right guidance, 1 in 3 inheritances are spent within two years.³
Younger generations face unprecedented financial pressures—student debt, rising home costs, and job market uncertainty.
Our mission is to bridge our goal, equipping your family’s next generation with the financial literacy and planning needed to secure and grow their inheritance.
Our Process Is Designed With the Goal of Helping You, the Next-Generation Investor, Take Control of Your Financial Future
We start with your “why”—the core values and life goals that drive every decision. Our process goes beyond the numbers, offering a comprehensive experience characterized by intentional listening and insightful questions that most have never encountered before. This approach uncovers your underlying values to align your financial decisions with your life’s purpose. The result becomes the foundation for all your financial analysis and planning, ensuring that every strategy is purpose-driven and aligned with what truly matters to you.
NTX 3D Assessment™
A Customized Strategy for Your Family’s Legacy
We work closely with both current clients and their heirs to create tailored, value-driven strategies that last. Our comprehensive planning includes:
CASHFLOW ANALYSIS – INFLOWS AND OUTFLOWS
EMPLOYEE BENEFIT OPTIMIZATION – INSURANCE AND SAVINGS PLAN
FINANCIAL INVENTORY – ASSETS AND DEBTS
You have worked hard to build your wealth, we can help plan your family’s financial legacy for generations to come.
Book Your Free
Financial Assessment
Get started today and empower your children to secure their financial future with a personalized, one-on-one session with our experienced advisors.
In Good Company
Who We Are
We believe that wealth management can unlock a new level of purpose and fulfillment by aligning your finances with your core values.