A huge roster of clients isn’t our goal at Generations Wealth Management. Exceptional service is our hallmark. To ensure we can provide that level of service, we accept clients with $1 million or more to invest. This minimum can be met as an individual or as a multi-generation family.
Successful investing requires an advisor who’s your advocate. Before we work with you to implement a financial program, we take the time to understand your expectations. By actively participating in the planning process, you retain control each step of the way.
After we’ve assessed your goals, needs and objectives, we’ll suggest an asset allocation to best serve you. Because we’re an independent advisor, the recommendations we make for your investment strategy are made in your best interest. This also allows us to give you access to a wider variety of investment options.
Once your investment strategy is implemented, Generations Wealth Management will continue to monitor your investments and communicate with you regularly. As your needs and goals evolve, so will our investment approach. As with any good relationship, communication is the key to success.
To learn more about our investment management services, please contact us.