Wealth Education Exchange
What separates the WEE from other services, is that the WEE's sole purpose is to educate our clients and equip them with the tools to make a positive impact on their finances. The WEE is a completely independent small business that is family- owned and operated, therefore, we have no incentive to market gimmicks to our clients.
To empower those who are underrepresented in the financial literacy pipeline to better understand personal finance by educating individuals and families on the foundations of money management, investing, college planning, and legacy-building
If you have any questions, please feel free to contact us. We are happy to answer any questions you may have. To make an appointment, please use the inquiry form below.
The Wealth Education Exchange (WEE) provides personal financial management education through seminars, training, workshops, classes, one-on-one counseling, and coaching. Services we provide include:
Creating a budget
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