© 2019 Tatem Enterprise, LLC

Tatem Enterprise LLC is a NYS certified Minority and Women Owned Business (MWBE)

Wealth Education Exchange

Our program was featured in the Schenectady Daily Gazette

November 10, 2019

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Services

For Organizations, Businesses and Institutions
 

Personalized Service

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.

Our Mission

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.

 

About Us

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:

  • Goal-setting

  • Creating a budget

  • Accountability

  • Debt-elimination strategies 

  • Saving

We'd Love to Hear from You