Security for Generations

At GEN Financial, we’re more than just your standard wealth manager. We get to know you, understand your financial goals, implement your family legacy plan, and then come cheer with you at your kids’ soccer game. For 20 years, we have been providing one-on-one guidance and service to our clients, our families, businesses and the community. We look forward to the next 20 years!

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Determine Your Future

Whether you’re a single woman starting your career, a family with generational wealth, or a retired business owner ready to embark on your next adventure, it’s never too late to realize your financial future. We’re here to help you chart your course.

A senior woman is sitting at the table in her living room. She is holding a pen, a laptop and folder are lying in front of her.

Peace of Mind

Whatever your situation, you can rest assured that we’ll give you our unbiased attention and guidance to ensure your financial needs and long-term goals are met. Now you can own something that transcends the value of money: peace of mind.

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A Trusted Partner

We pride ourselves on integrity in all matters. We work diligently with our clients to maintain trust and accountability throughout our relationship. Our clients know their needs come first, and they value our close-knit and reliable approach.

Direct Your Life

Success and wealth are only significant to the extent it allows you to enjoy what is important to you. With confidence and purpose, you can become free to determine what is truly most important in your life, using your wealth — be it time, talent, treasure, wisdom, health, influence or relationships — to make a positive difference in the lives of your family, friends, community and society.

The more wealth you have, the more you are exposed to losing it. It is fear of that unknown that robs your faith and confidence, driving us to be reactive instead of proactive. How do we overcome that? By being prepared. Knowing that your financial life is secure and working to get you where you want to be provides you the ability to live confidently in the face of the unknown.

Now you can own something that transcends the value of money: peace of mind. Peace of mind that your day-to-day income needs are met regardless of market conditions. Peace of mind that your lifestyle needs are determined by you, not by your portfolio. Peace of mind that your long-term goals and legacy aspirations are fulfilled.