MultiGen Wealth Services

Our Story

Many of our clients have Multi-Generational Wealth transfer needs, this is why our company is named MultiGen. We help families plan, and manage investments in a transparent way with no propritary investment products. We established our firm in 2011, designed a thoughtful annual client experience schedule based on many years of working with familys. With this, the need for complete Independence from the large complex banking institutions that have advisory conflicts with Investment and Commercial Banking became necessary.

Our Mission Statement:
To partner with our clients effectively, so we can enhance the quality of their lives through risk management, capital allocation and communication as their personal CFO.

Securities offered through LPL Financial, Member FINRA/SIPC. http://www.sipc.org http://www.finra.org

Investment advice offered through Strategic Wealth Advisors Group LLC, a registered investment advisor. MultiGen Wealth Services and Strategic Wealth Advisors Group are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, FL, MO, UT, WA, VT, NE, AZ,AK, OR.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.