Welcome to the Rising Gen Library

Foundations for the Rising Generation

Rising Gen is rooted in the belief that what matters to you, matters to us. We are dedicated to empowering the next generation to steward their family’s wealth, values, and legacy, while creating their own path through trusted resources and meaningful connections.

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COMING UP

The Investment Lab Series

The Investment Lab: A Hands-On Experience

Join us for the first session of this collaborative workshop where you will learn from peer advisors about portfolio management and strategic investments while exploring a realistic trading simulator. Experience how investment decisions affect your portfolio in real time. 

The Investment Lab: Drawing Conclusions

Engage with advisors to analyze short-term portfolio evolution and discover the key influences behind investment decision-making. Whether you are a new or returning attendee, stay tuned for this impactful second workshop!

*Welcome to ages 18-28.

Sept. 16th, 04:00PM ET
Oct. 7th, 04:00PM ET

Registration for Rising Gen Emails

The Changing Landscape of

College Admissions

Strengthen Your Profile to Stand Out to Top Colleges

Join us for an informative 2-session webinar designed to help families navigate the evolving world of college admissions with confidence. As colleges continue to adapt their admissions processes in response to rapid changes, many families are left with important questions. 

Our featured speakers, college admissions experts from ESM Prep, will share strategic guidance on essential topics including how to research colleges effectively, understand shifts in standardized testing, evaluate extracurricular activities, and stay informed on the latest admissions trends, policies, and best practices.

*Welcome to anyone interested, student or parent.

Oct. 21st, 04:00PM ET
Session 2: November 2025
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Your Rising Gen Advisors

These knowledgeable and experienced professionals are eager to share valuable resources that work for them and develop peer-to-peer connections with you. They’re here as trusted contacts for Rising Gen questions and conversations, drawing on broad client experience and practical insight. Meet and reach out to them below or email us at risinggen@wealthspire.com.

Financial Foundations Webinars

Brought to you by Wealthspire, The Financial Foundations Virtual Series is designed to build financial confidence and open the door to meaningful money conversations within families. From investing basics to intergenerational planning, each session is crafted to educate and empower the next generation. 

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Investing 101: The Basics

Whether you're just getting started or looking to strengthen your understanding, listen to our panel of experts as they cover the building blocks of investing—from compound interest and common asset classes such as stocks and bonds to investment vehicles including ETFs and mutual funds, as well as diversification strategies and basic risk management concepts.

Watch Recording Here
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Budgeting Essentials: Creating and Maintaining Financial Freedom

This session focuses on helping you build a strong financial foundation, with guidance on creating a budget, managing debt, balancing saving and spending, and establishing an emergency fund. Whether you're working toward short-term goals or planning for the future, this session is designed to provide tools and strategies to help you take control of your finances with confidence.

Watch Recording Here
FinFound_Session 3

Investing 201: Beyond Basics

Designed for those with a foundational understanding of investing, this session will explore more advanced topics including asset allocation strategies, investment selection, and the role of behavioral finance in decision-making. Led by members of our Investment Team, this training will help you refine your investment approach and develop a strategic mindset as you work toward long-term financial goals.

Watch Recording Here
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Family Wealth Conversations: Building Bridges Across Generations

For parents navigating how to discuss money within your family, foster financial literacy in kids, and plan for generational wealth transfer.

Watch Recording Here

Resources We Love

Recommendations from our team for those looking to expand their knowledge. Click the images to learn more.
One up on Wall Street

One Up On Wall Street

By Peter Lynch

All-in podcast

The All-In Podcast

Hosted by Chamath Palihapitiya, Jason Calacanis, David Sacks, and David Friedberg

how the economic machine works

How The Economic Machine Works

By Ray Dalio

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Wealthspire Advisors is the common brand and trade name used by Wealthspire Advisors LLC and its subsidiaries, separate registered investment advisers and subsidiary companies of NFP Corp., an Aon company. ©2025 Wealthspire Advisors.

This material should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The information provided is for informational purposes only and should not be relied upon for accounting, legal, or tax advice. While the information is deemed reliable, Wealthspire Advisors cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard to the results to be obtained from its use.  

 

Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Wealthspire Advisors by any of its clients or a third party. 

Registration of an investment advisor does not imply that Wealthspire Advisors or any of its principals or employees possess a particular level of skill or training in the investment advisory business or any other business. 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 

FINANCIAL PARAPLANNER MANAGEMENT SPECIALIST™ and FPQP™ are trademarks of the College for Financial Planning in the United States and/or other countries.

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Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services. The Center for Fiduciary Studies owns the mark AIF®, which it awards to individuals who successfully complete initial and ongoing accreditation requirements.


Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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Wealthspire Advisors LLC and its subsidiaries are separately registered investment advisers and subsidiary companies of NFP, an Aon company.

Wealthspire Advisors does not provide tax, legal, or accounting advice, but rather coordinates our services with your own tax, legal, and accounting advisors. 

Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.

Wealthspire Advisors® is a trademark registered with the United States Patent and Trademark Office, and is solely owned by NFP Corp.

©2025 Wealthspire Advisors. All rights reserved.

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