Sean W. Phelps

speaker

177 appearances 1 recordings 1 series first heard Jul 2026 last heard 15 Jul

Sean W. Phelps’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Living Your Legacy · How a Poor Kid Built Generational Wealth · 15 Jul 2026 podcast

And grew up, I guess you would call poor, but I never felt it.

We always had what we needed.

We always had birthday parties.

We always went to the park.

So just a young kid from the south side of Newark.

Exactly.

Especially in Miami.

Yeah.

So 15 years ago, founded a company called Rivertree Wealth.

And now we're a private client wealth practice.

And we help families, family businesses, entrepreneurs live their best life, really try to help them align their vision, perspective and direction of what they're doing in their career.

Yes.

So I think it starts with the three I's.

So when we first meet someone, and maybe even working with you someday, where is the ideas, investments, and insurance?

How do we put that puzzle together for you?

And it usually starts with ideas.

So what's your idea of your financial future?

Start to think about that.

And then we intertwine investments and insurance around those ideas.

Cool.

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