I’m pleased to share an exciting milestone for our firm and our family.
Over the past four decades, I’ve had the privilege of helping thousands of individuals and families work toward financial independence and build lasting wealth. Drawing on that experience, I have partnered with my children, John Jr., Nicole, and Christine, to co-author The Generational Wealth Code: A Tax-Smart Roadmap to Financial Independence which will be released on June 9.
This book is especially meaningful to me as it reflects both my life’s work and the next generation carrying that mission forward. Together, as financial professionals, we bring perspectives shaped by different life stages and areas of expertise, addressing a wide range of financial challenges, from managing debt to preserving wealth for future generations.
At its core, the book builds on the concept of Point X, when you stop working for your money and your money starts working for you and expands into financial and tax-smart strategies for building and sustaining generational wealth. We cover twelve critical areas of wealth management, including retirement planning, investing, estate preservation, and much more, with a strong focus on minimizing taxes and making informed financial decisions.
The book also features an entire chapter on real estate as a long-term wealth building tool and incorporates tax-smart strategies from the One Big Beautiful Bill Act to provide relevant, actionable guidance.
Much of what we implement with our clients is reflected throughout, making this a practical resource you can return to as your financial situation evolves. Whether you are working toward financial independence or focused on preserving your wealth, this book is designed to provide a clear path forward
The Generational Wealth Code is now available for pre-order. To ensure you are one of the first to receive it, we encourage you to pre-order a copy for yourself and family members.
Thank you for the trust you’ve placed in me, my family, and our firm over the years. We’re proud to share this with you.