First Generation Wealth

Advice for First-Generation Wealth

You are the first in your family to build wealth. You’re worried about how to keep it, grow it, and pass it on to your heirs. You identify as:

An entrepreneur or corporate executive who is at any stage of your working life, from accumulation to an exit event

A pre-retiree or retiree who is ready to enjoy the wealth you have created, help your family, and plan your legacy


Feel assured that you know
how much you can spend,
what you need to save, and
how you should invest.

Create a life for you
and your loved ones that you
could not have imagined.

Have control over your
legacy—make the most of
the wealth you created.


You have worked hard for your success and have made many good
financial decisions, but you still may:

+ Be afraid of losing your money because you took too much risk
+ Not know how much you can spend now for fear of not having enough later
+ Be unsure that your investments are set up to minimize taxes
+ Have concerns about how you can help your loved ones and retire the way you want to

Image for ARE WE A MATCH?


You want to partner with a financial advisor whose expertise is working with people like you. We may be a good fit if you:

  • Are a self-made professional who wants to know your finances can support your retirement and the dreams you have for people you care about
  • Seek step-by-step guidance in balancing today’s desires with tomorrow’s needs
  • Want an ongoing relationship with a financial advisor to help you stay on track with your financial goals and manage your investments
  • Have take-home income $250,000 or greater, or investible assets of $500,000 or greater

Feel Confident You Have A Solid Financial Plan

Our goal is to help you:

Know where you are:

Get a clear picture of where
you stand right now.

Quantify your goals:

Assess and prioritize what you want
to accomplish with your money.

Align your money and your plan:

Know how to move forward and
have a consistent process to help
you feel secure.

We Understand What It Feels Like
When You Are the Financial
Pioneer of Your Family

  • We help self-made professionals like you feel
    confident about the wealth you have
    built through your own hard work. 
  • Senior Wealth Advisor Frank Granizo, CPFA,
    combines his extensive financial experience
    and entrepreneurial background to serve
    as a guide for similar self-made professionals. 
  • Frank has a degree in finance and over two decades
    of experience helping people just like you feel
    secure that your financial achievements last your
    lifetime and help those who are most important to you.

A Financial Guide You Can Lean on

You have worked hard for your success, and you deserve to enjoy it. But you have questions: Will your money last for your lifetime? Will your spouse be financially secure if something happens to you? Can you afford to help your child buy a home or start a business? Can you leave money to your grandchildren? You shouldn’t have to feel anxious about enjoying a comfortable life. At Talisman Wealth Advisors, we guide you through a financial planning process to help you feel confident you really can see the results of your work today and take care of the future too.

We are a fiduciary Registered Investment Advisor based in central New Jersey servicing clients in New York City and throughout the region. We help self-made professionals who are too busy or too overwhelmed to move forward on their finances. We are here to help you:

+ Gain a clear picture on what needs to be done now to keep your future secure and meet your goals
+ Put money plans in hand for your biggest dreams, such as enjoying travel, buying a beach house for your family,
or helping your grandchildren pay for college
+ Feel confident you have the financial foundation in place to help support you for the rest of your life
+ Gain relief that you know what needs to be done and you have a team to help with the logistics
+ Stay on track with regular communication and an ongoing process to help get you to your goals

How to Work With Us


Schedule a call to see if we are the right fit for you.


Set up a meeting in person or on Zoom to discuss how we get started and how it works going forward.


Sign the agreement to begin implementing.


We provide comprehensive financial guidance and
planning for all stages of life, including:

Cash Flow Analysis & Budgeting

Cash Management

Retirement Savings Strategies

Portfolio Analysis and Management

Tax Mitigation (in collaboration with your accountant)

Retirement Income Planning

Estate & Wealth Transfer (in collaboration with your estate attorney)

Charitable Giving

Take the First Step-Schedule a Call!

Are you ready to stop feeling anxious about where the holes are in your financial picture? Take the first step toward feeling confident you have money plans in hand to enjoy life now while taking care of the future. Schedule an introductory call today.