Generational Wealth Management

Client satisfaction 4 9 5 rating based on 43 reviews personalized advice your financial goals are unique to you.

Generational wealth management.

At generational wealth management we understand that retirees face many important decisions that can affect their long term financial success. Prior to joining generational wealth lisa was an. Generational wealth advisors affiliates are all part of one corporate family they work with one another and may work together to provide services to you. Generations wealth exists to create lasting value.

In the interests of treating you fairly we have a clear and transparent fees structure so you understand precisely what you are paying for. Generation wealth uses modern technology systems and investment solutions to maximise efficiency and functionality enabling us to deliver high quality service with real value for money. We develop personalized unbiased strategies designed to help clients grow protect and transfer their wealth. As a registered investment advisor we are by definition a fiduciary and we deliver advice that is independent and objective.

Both julie and michelle grew up on family farms in iowa where they learned the value and the challenges of family businesses. Request consultation refer us 703 766 2025. A private wealth advisory practice of ameriprise financial services llc. For over 25 years the generational wealth management group has worked with individuals families and institutions to preserve and grow their wealth in a prudent and responsible manner.

Our company is uniquely positioned to serve as a centralized think tank of sorts to bring people plans and resources together under a common purpose to create. Michael higgins bcom fma fcsi financial advisor 250 405 2428 866 405 2449 michael higgins raymondjames ca. We take a. Generation wealth management is represented by offices in albany botany and pukekohe and our advisors can also visit their clients in their home.

Our objective is for clients to have the capital they need when they need it to fund their lifestyle and retirement objectives. The sharing of your information among affiliates enables generational wealth advisors to serve you more efficiently and makes it more convenient for you to do business with generational group. We don t exist to simply provide quality advice to be a client centered fiduciary or offer complete financial management. Lisa brouwer joined generational wealth management in 2019 as a client service associate.

She is a graduate of western michigan university with a bachelor s degree in science.