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WEALTH MANAGEMENT 

FINANCIAL CONSULTING

EDUCATIONAL SERVICES

Helping You Sustain Your Finances to Create Generational Wealth!

 

WEALTH MANAGEMENT FOR FOUNDERS

We use a holistic approach to tailor and customize solutions to meet your financial needs, goals, and objectives.

We help you enhance your wealth at various levels including liquid assets, long-term planning, IPOs, acquisitions, tax planning, and more. 

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WEALTH MANAGEMENT FOR FAMILIES

We partner with you to develop the best financial solutions to meet the goals and objectives for your family's generational wealth journey. 

We help you create strategies that can be immediately implemented to help you begin developing long-term, solid, family wealth preservation.

WEALTH MANAGEMENT FOR WOMEN

We specialize in assisting underserved minority women who are high earners. 

Minority women who are high earners often feel left out because they cannot find financial professionals who understand their needs. That is not a problem at Xaris Financial Enterprises because our founder is a high earning minority woman who understands and can relate to you!

We are ready to help you develop the best financial solutions for your needs and lifestyle. 

Download a copy of our white paper, The Importance of Representation in Financial Services for Underserved Women of Color High Earners.

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Adult Education Course

EDUCATIONAL SERVICES

Our educational services are perfect for any organization looking for assistance with curriculum, course, and program design and development.


We can also help in the areas of instruction/facilitation, research, and writing. 

 

Xaris Financial Enterprises is a certified Women's Business Enterprise (WBE), SBA Woman-Owned Small Business (WOSB), and Minority Business Enterprise (MBE).

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