MultiGen is a boutique wealth services firm focused on the client relationship.
Passionate about our clients!
Through meaningful conversation and extensive listening, key questions will allow us to develop a customized plan. Financial planning considers each family’s unique situations. Some clients own businesses while others are passionate about their favorite non-profit organizations.
Being entrusted with financial assets and with people’s sense of wellbeing is an enormous responsibility a responsibility that MultiGen takes very seriously.
Work in conjunction with LPL Financial, the largest Independent broker/dealer in the United States, as reported by Financial Planning magazine, June 1996 - 2018, based on total revenue, allows us to provide advice without proprietary products, sales goals or “fund of the week” bonuses.
Craig and his staff work very hard to simplify and provide clear insight into the ever-changing world of financial markets.
Creating exceptional client experiences is hard work. You worked hard to create family’s wealth and assets. MultiGen will work hard for you.