2nd Story Wealth

Financial Services

This listing is community-reported and has not yet been verified by BLK-Mart. Ownership claims on reported listings have not been independently confirmed.

At 2nd Story Wealth, we are a team of CERTIFIED FINANCIAL PLANNERS™ who specialize in providing personalized financial planning services for individuals, families, and small business owners. Our services include investment management, retirement planning, tax planning, estate planning, and insurance planning. While we proudly serve clients from all walks of life, we are particularly passionate about addressing the unique financial challenges and opportunities within the Black community.