# XXI Wealth
> XXI Wealth, LLC is an independent, SEC-registered private wealth practice in Chicago (CRD #330796, SEC #801-130939), advising a select group of principals nationwide. Three managing partners: Kurt Newsom, CFP (Chief Compliance Officer), Matt Cavanaugh (Director of Investments), Tracy Hoffmann (Director of Client Service). Custody at Charles Schwab and Fidelity; operates on the Dynasty Financial Partners platform.

## Pages
- [What We Do](https://xxiwealth.com/what-we-do): investment management, financial planning, pre-exit and capital-gains planning, estate & succession, family & generational planning, private client advisory
- [How We Work](https://xxiwealth.com/how-we-work): coordination alongside clients' existing advisors; tax-aware, individual-security portfolios
- [Team](https://xxiwealth.com/team): the founding partners
- [About](https://xxiwealth.com/about): the firm
- [Contact](https://xxiwealth.com/contact): begin a conversation
- [Form CRS](https://xxiwealth.com/form-crs)