Many of our clients have Multi-Generational Wealth transfer needs, this is why our company is named MultiGen, and we formed out of the need for complete Independence from the large complex banking institutions that have advisory conflicts with Investment and Commercial Banking.
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 and Advisory services offered through LPL Financial.A registered investment advisor. Member FINRA / SIPC.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Washington, California, Missouri, Utah and Tennessee.
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.