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
View Top Employees from Generations Wealth ManagementWebsite | http://www.genwm.com |
Revenue | $18 million |
Employees | 2 (2 on RocketReach) |
Founded | 2009 |
Address | 505 Market St Ste 100, West Des Moines, Iowa 50266, US |
Phone | (515) 444-8367 |
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Industry | Financial Services, Business Services General, Investment Management, Business Services |
Competitors | Hastie Financial Group, LLC, Maguire Investments, LLC, Orazio Financial Svc, Peterson Wealth Advisors, Springfield, MO, Sunrise Wealth Partners, LLC |
SIC | SIC Code 874 Companies, SIC Code 87 Companies |
NAICS | NAICS Code 56 Companies, NAICS Code 56111 Companies, NAICS Code 561 Companies, NAICS Code 561110 Companies, NAICS Code 5611 Companies |
Looking for a particular Generations Wealth Management employee's phone or email?
The Generations Wealth Management annual revenue was $18 million in 2023.
2 people are employed at Generations Wealth Management.
Generations Wealth Management is based in West Des Moines, Iowa.
The NAICS codes for Generations Wealth Management are [56, 56111, 561, 561110, 5611].
The SIC codes for Generations Wealth Management are [874, 87].