Wheels Up Wealth is an independent financial firm based in Benicia, CA, offering comprehensive financial planning and wealth management services to families and individuals in the Bay Area and across the United States. Led by CERTIFIED FINANCIAL PLANNER professionals Bridget Harkins and Frances Harkins, the firm takes pride in breaking the status quo and providing a fresh perspective on financial planning, welcoming clients at all stages of life.
With a focus on inclusivity and empowerment, Wheels Up Wealth aims to create a trusted space for financial growth, offering personalized strategies and guidance to help clients reach new financial heights. Whether clients are young professionals building their wealth, mid-career professionals seeking a trustworthy financial partner, or suddenly single individuals navigating life transitions, the team at Wheels Up Wealth is dedicated to providing the industry expertise and support needed to achieve financial success.
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