Purpose Driven Financial Advice
1: the quality or state of being free: as a : the absence of necessity, coercion, or constraint in choice or action b : liberation from slavery or restraint or from the power of another: INDEPENDENCE c : the quality or state of being exempt or released usually from something onerous d : boldness of conception or execution
At 2SmallFish, our goal is to help our clients achieve financial freedom. We want to help our clients become wise stewards of their resources, live an abundant life, and give to others.
George Lee and Andy Wen, veterans of the financial services and technology industry, envisioned a firm whose core objective is to help clients achieve financial freedom.
2SmallFish is about freedom from fears and worries. More importantly, it is about managing your resources wisely so you can be free to invest in people and give generously to others.
If that sounds refreshing, we ask you to join us in this important endeavor.
We provide a full range of self-guided advisory products as well as subscription-based advisory services. Our services are delivered conveniently via the web and over the phone.
We’re in the process of rolling out the following services. Sign up and we’ll let you know as soon as we launch.
As parents of young children ourselves, we understand the demands on your time. That’s why we’ve introduced Readiness Kit for Parents.
Simply answer a few questions through our 5-minute online interview. And we’ll take care of the rest, including college savings, life insurance, estate planning and expense management.
We started 2SmallFish because we envisioned a different kind of financial advisory firm. A firm whose core value is to help clients achieve financial freedom. Freedom from fears and worries. And Freedom to invest in people and give generously to others. It all starts with managing all of your resources wisely. Sounds refreshing? Please join us. – George and Andy
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