SourceEnergy Wealth Advisors

Building Intergenerational Wealth through Faith & Finance.

Generational Wealth Trust

Wealth Ecology Model- Discovering Individual Purpose Questionnaire Download

Estate Planning & Legal Advisory
- Trust establishment
- Will preparation
- Healthcare proxies & power of attorney
- Intergenerational wealth transfer strategies
Faith-Based & Community Financial Solutions
- Group trust services for churches & nonprofits
- Financial sustainability for faith-based organizations
- Legacy wealth planning for religious institutions
Investment & Wealth Management
- Strategic asset allocation
- Private wealth advisory
- Philanthropy and impact investing
Innovative Financial Solutions
- Integration of Source Coin & Blockchain in wealth preservation
- Digital asset management for estate planning