Linea NextGen: For Young Professionals Ready to Take Control of their Financial Future
Linea
Next Gen
Linea
Next Gen
Linea NextGen is catered to our client’s adult children – Young Professionals who are interested in getting serious about managing their financial future. This program gives begining investors access to an experienced yet relatable advisor who can answer questions about things like :
- Optimizing Cash Flow
- Creating short + Long term goals
- Investment basics
- 401k and ROTH IRAS
- Merging finances with a significant other
The road to opportunity begins with planning.
If someone in your family or network has their eyes on the road and needs help planning for the journey ahead, contact one of our financial advisors.
Wesley Heinrichs, CFP®
Financial Advisor
Wesley has a straightforward optimistic approach to every situation that makes it clear he loves helping others. He is passionate about financial planning and educating clients on the myraid of decisions and options they face. Wesley’s goal is to simplify the complex and foster lifetime professional relationships that provide vital financial services at every juncture of life. He prides himself on giving his clients the same advice and care that he would give to his own family.
Wesley Heinrichs, CFP®
Financial Advisor
Wesley has a straightforward optimistic approach to every situation that makes it clear he loves helping others. He is passionate about financial planning and educating clients on the myraid of decisions and options they face. Wesley’s goal is to simplify the complex and foster lifetime professional relationships that provide vital financial services at every juncture of life. He prides himself on giving his clients the same advice and care that he would give to his own family.
Pete Coleman Jr.
Financial Advisor
Pete understands firsthand how necessary a personalized investment strategy can be to your success. After being an investment advisor with Edward Jones for several years, Pete decided to join Linea Private Wealth Management because he wants to share his knowledge and experience to help other investors work towards their financial goals.
Pete Coleman Jr.
Financial Advisor
Pete understands firsthand how necessary a personalized investment strategy can be to your success. After being an investment advisor with Edward Jones for several years, Pete decided to join Linea Private Wealth Management because he wants to share his knowledge and experience to help other investors work towards their financial goals.