top of page

For All of Life’s Twists and Turns

Life is a journey with twists and turns. While we might like life to follow a more clear and predictable path, life’s uncertainties have a way of getting us off course.


We have created the Institute of Responsible Wealth as a trusted resource for education, coaching, and information to help you handle life’s twists and turns. 


Today, we all struggle with information overload. Who do you turn to?  Who can you trust?  We created the Institute to provide you with an educational community to help you on your journey to “Responsible Wealth”.  We’ve compiled information from experts across our 5 Wealth Building Blocks and offer a range of programs and services.

Helping You Build a

Life of Responsible Wealth

At the Institute of Responsible Wealth we coach and educate individuals to help them learn how to build a life of Responsible Wealth.  What is Responsible Wealth? We simply define it as … “Enjoy Life, Build Wealth and Leave a Legacy.”  We offer our members a variety of learning opportunities including:


  • Personalized Coaching

  • Webinars

  • Conference Calls

  • Seminars

  • Member Forums

  • IRW Channel


Members of the Institute of Responsible Wealth can gain full access to our resources and events

Your details were sent successfully!

Join Our Community Today


To view our calendar of monthly events, click here.


Recent News

Where are you on
the Journey to Responsible Wealth?

Take our self-assessment to see where you are. We can help you take the next steps.

Check the background of our investment professionals on FINRA’s BrokerCheck


The Institute of Responsible Wealth is an educational division of C&A Financial Group, an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC.  PAS is a direct, wholly-owned subsidiary of Guardian. The Institute of Responsible Wealth and C&A Financial Group are not an affiliates or subsidiaries of PAS or Guardian

This material is intended for general public use. By providing this material, C&A Financial Group is not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial professional for guidance and information specific to your individual situation.


bottom of page