Generations Wealth Management is a very different kind of wealth management firm. We believe it isn’t just what we do that’s unique, but also how we do it.
What we do
With decades of experience and complementary backgrounds, Julie Fuller and Michelle Mahoney cover a broad spectrum of financial planning. Our experience encompasses investing, tax planning, intra-generational wealth management, family office services, charitable giving, estate planning, insurance, and more.
It’s this combination of tax, finance, and wealth management experience that we believe sets Generations Wealth Management apart—making us a powerful and efficient resource for our clients.
How we do it
We understand life's circumstances may change. But our approach remains consistent.
We believe financial planning and investment counseling are constant processes—and that regular communications are critical. Our years of experience help us know the right questions to ask and when to ask them. At Generations Wealth Management, making sure our clients plan, invest, and retire well is our passion.
Prior to starting our firm, Julie Fuller was a practicing CPA at Deloitte Tax, serving executives and high-net-worth families. Similarly, Michelle Mahoney was a high-net-worth private client advisor at Wells Fargo Private Bank.
As CERTIFIED FINANCIAL PLANNER™ professionals, we found we shared a similar approach to wealth management, philanthropy, and tax-savvy strategies. Shortly after we met in 2003, we began referring business back and forth and found we really enjoyed serving our mutual clients as a team. It wasn’t long before different organizations started asking us to speak to their groups, and we started floating the idea of creating our own company.
In 2009, we founded Generations Wealth Management with one overriding purpose—to provide comprehensive and innovative financial solutions to affluent individuals, families, and future generations. We believe that we provide an unrivaled client experience to families with more than $1 million to invest.
Our team has a combined 50+ years of serving clients in banking, bank trustee, CPA and CFP® professional roles. This business model of consultation, analysis, product when appropriate, and coordination with our clients' other advisors allows us to be (as one client described), “My family's CFO.”
We love what we do and encourage you to contact us. We look forward to visiting with you.