Generations Wealth Management

Description

• Generations Wealth Management, located in West Des Moines, Iowa, is a trusted and respected Multi-Family Office, dedicated to personally providing comprehensive and innovative financial solutions to affluent individuals, families and their future generations. With their combined 40+ years of serving high net worth clients in banking, CPA and CFP® practitioner roles, Michelle Mahoney and Julie Fuller founded Generations Wealth Management as a Multi-Family Office in 2009. We serve our clients in these primary areas; Family Office, Investment Management, Life Insurance and Long-Term Care. To learn more, please refer to www.genwm.com. We welcome the opportunity to speak with you. This communication is strictly intended for individuals residing in the states of Iowa. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, http://www.FINRA.org/http://www.SIPC.org, a Registered Investment Adviser. Fixed Insurance products and services and tax preparation services offered by Generations Wealth Management, LLC are separate and unrelated to Commonwealth. Generations Wealth Management, West Glen Town Center, 5550 Wild Rose Lane, Suite 400, West Des Moines, IA 50266. (515) 661-6353. Please review our Terms of Use here: www.commonwealth.com/termsofuse.html
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  Headquarters:5550 Wild Rose Lane Suite 400, West Des Moines, Iowa, United States

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  Phone Number: +1 515-657-3185

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  Website: https://www.genwm.com

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  Employees:2

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  Revenue:$0 - 1M

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  Legal Name:Generations Wealth Management

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• |  NAICS Code: 523920  |

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