Enriching Lives, Guiding Generations

We are dedicated to enriching lives and guiding generations with our expertise in health, wellness, and financial education. It brings us joy to serve the great state of Idaho.

WILLIAM WRIGHT

CEO | CO-FOUNDER
[email protected]
208.286.1190 x1

After 40 years in the financial services industry, with a focus on retirement and legacy planning, William decided to envision a platform that would make the resources, products, and services that enrich people's lives easy to understand and accessible.

JOHN McCARTHY

COO | CO-FOUNDER
[email protected]
208.286.1190 x2

Having enjoyed a long careerĀ delivering emerging technology systems to fast-growth corporations and the Department of Defense, JohnĀ semi-retired in 2020. He is now focused on connecting trusted businesses with seniors who need wise counsel, thoughtful education, and practical services.