FirstPurpose Wealth

FINANCIAL
Network

FirstPurpose Wealth

Registered Investment Advisor

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DFPG INVESTMENTS, LLC

Independent Broker Dealer

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EQUITY TRUST COMPANY

Independent Custodian

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DIMENSIONAL FUND ADVISORS

Institutional Asset Class Fund Manager

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CHARLES SCHWAB

Independent Custodian

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We’re thrilled to announce our new partnership with Diversify Wealth Management, marking a pivotal moment for FirstPurpose Wealth. This collaboration empowers us to expand our service offerings and deliver a more comprehensive range of options and strategies to our valued clients. Together, we’re poised to leverage enhanced resources, expertise, and insights to craft personalized financial solutions that align perfectly with your goals. This partnership reaffirms our commitment to your financial success and represents an exciting step forward in our journey together. Stay tuned for the innovative possibilities ahead as we continue to strengthen and grow, providing you with exceptional financial guidance and support.

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