Financial Planning:

Comprehensive financial plans help keep your retirement needs addressed or identify a shortfall so that we can work together to close the gap. We offer stand-alone financial planning or an all inclusive management strategy that includes financial planning.

Investment Management:

We devise a plan that suits you and helps you to reach your financial goals.  We can setup your account in a way that suits your needs and is appropriate for you risk tolerance.  Ask us about our advisory wrap accounts for an all inclusive approach.

Investment Accounts:

Individual, Joint, Transfer-On-Death, Trust, IRA's, Roth IRA's, SEP IRA's, IRA Rollovers, 401K, etc.

States we are licensed in:

We are licensed in 38 different states to help you manage your investments.  Call us today to find out if we are licensed and can help you plan for your future!

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our client's financial independence.  

Our value proposition to our clients:

We have a collaborative collection of professionals that includes CPA's and an attorney to help us navigate the potholes in life for each of our clients. Our collaborative approach provides access to many of the resources you may need.  A few of those resources include notary services, estate and trust services, investments, custodial planning, attorneys, tax strategies for wealth distribution, tax reduction planning as well as charitable and special needs trust planning.  If you are interested in knowing more about the team approach that we take, please feel free to contact us.

Multigeneral Wealth Strategies, LLC and LPL Financial do not provide legal or tax advice or services.  Please consult your legal advisor and tax professional regarding your specific situation.

We enjoy building trusted relationships that span generations. We think it is important to not only know our clients, but to know your children and even your grandchildren so that the legacy you have worked so hard to pass on continues as you planned.

We take a fiduciary approach for our advisory clients.  We feel that the best interest of our clients should and always has come first.  We make sure that the product we are selling is suitable for your needs and education is important! There are no stupid questions so feel free to call us anytime!