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Wealth Management Strategy

We believe the cornerstone of any wealth management strategy, for families who seek assistance, begins with the relationship between the individual &/or family and the wealth services professional.

When choosing this relationship, families need to assess if the Professional they are working with truly understands them and what their goals and aspirations are, and if the Professional has an appropriate service model. Next, does this individual have the necessary skills and knowledge to manage many different financial aspects of the family’s lives?

• Comprehensive Financial Planning
• Insurance
• Asset Management
• Retirement & Education Planning
• Exit Planning for business owners
• Concentrated Stock/Wealth Strategies
• Provide Written Investment Policy Statements
• Alternative Investments when appropriate

At MultiGen Wealth Services, we are an Independent firm with no sales quotas or proprietary products to sell. We work with each family very closely and provide unbiased, conflict-free advice with proactive communication that is in our client's best interests.