MultiGen Wealth Services
Financial Services - N/A, N/A, US
MultiGen Wealth Services Employees
MultiGen Wealth Services Details
MultiGen Wealth Services Inc. is named for the need to prepare for intergenerational financial planning. We are an independent firm working in conjunction with LPL Financial to provide non-proprietary investment and insurance products.Our founder and president is Craig Brown, a dedicated Wealth Services Professional with over a decade of service to high net-worth families and successful business owners. He is a Chartered Retirement Planning Counselor trained to understand the individual needs and goals of each client.MultiGen Wealth Services focuses on human capital, helping families to understand and be prepared for their future. Our knowledge of financial investing helps you to preserve your assets so your loved ones can enjoy the benefits of your many years of work.For more information on financial planning, and preserving your and your family's future, please contact us.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.orghttp://www.finra.orgInvestment 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.
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