Mission Statement

To partner effectively with clients, enhancing their quality of life through risk management, capital allocation
and communication as their Personal CFO.

MultiGen Wealth Services

The name MultiGen represents the company’s focus on multi-generational wealth transfer needs. With complete independence from large complex banking institution, MultiGen offers access to non-proprietary products.

Wealth Management

Financial Planning Capabilities

  • Comprehensive planning, a complete view of the client’s financial life
  • Non-proprietary investments across a spectrum of accounts
  • Insurance and annuities as appropriate for each client’s needs
  • Business retirement plans, non-qualified plans with other options
  • Families, businesses and non-profit organizations are all clients


  • Respect your privacy
  • Understand your risk tolerance
  • Personal client communication
  • Commitment to ongoing education
  • Upfront explanation of expenses