Helping You Build Wealth For The Next Generation

Are you ready to take control of your financial future? Join our newsletter today and empower yourself with the knowledge to help pave the way for financial success.

Helping You Build Wealth For The Next Generation

Delivering financial advice to families since 2020

Are you ready to take control of your financial future? Join our newsletter today and empower yourself with the knowledge to help pave the way for financial success.

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You’ll never achieve financial freedom if you don’t master your money!

Let us help you generate passive income to supplement or replace your day job!
You don’t have to be “loaded” to start investing. We’ll teach you how to start with less!
If you can see the value of investing in real estate, but you’re unsure where to begin… you’re in the right place.

Welcome To Parent Portfolio

Meet Jacqueline & Jonathan

As parents, we all want to give our children a great head start. We can accomplish this goal by investing financially in their future and investing our time with them to achieve their full potential.

Kids grow up in a blink of an eye. And, we understand time is precious. That’s why we firmly believe in building wealth and passive income to give us more time together.

MORE ABOUT US