
Veteran Advisors Launch XXI Wealth in Partnership with Dynasty Financial Partners
Key Highlights:
- XXI Wealth is an independent wealth management firm based in Chicago, providing comprehensive investment solutions.
- Led by a team of seasoned professionals, each with 25+ years of industry experience.
- Dynasty Financial Partners supports XXI Wealth with infrastructure, technology, and operational solutions.
- Schwab and Fidelity selected as custodians, with Pontera supporting 401(k) management.
- Name inspired by ‘21’, symbolizing independence, transformation, and expanded horizons.
Source: Business Wire
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