3GenWealth LLC is a family-owned financial planning and wealth management firm with offices in Overland Park, KS and Scottsdale, AZ.
3GenWealth LLC is a third generation independent wealth management firm established by David Peck’s father and Ryan Peck's and Jessica Peck Donnerstein’s grandfather, Donald Peck, in 1964 in Overland Park, Kansas. For three generations, the advisors at 3GenWealth have been creating multi-generation long-term relationships and have offered highly personalized wealth management services to our valued clients.
Dave, Ryan and Jessica have all obtained their CERTIFIED FINANCIAL PLANNER™ designations, widely regarded as one of the most important designations in the financial advice industry. As independent financial planners, they objectively and thoroughly research any portfolios or investment products they recommend to their clients and take a holistic approach to assisting their clients in the wealth management consulting process. The advisors at 3GenWealth have been affiliated for over 30 years with an independent broker/dealer, FSC Securities Corporation. They believe this provides an added layer of due diligence for their clients.
As business owners, the advisors of 3GenWealth are heavily invested in their business. They primarily grow their business through high-quality referrals from their existing clients.
IMPORTANT DISCLOSURES:
Securities, insurance, and advisory services offered through FSC Securities Corporation, member FINRA/SIPC. 3GenWealth LLC is not affiliated with FSC Securities Corporation or registered as a broker-dealer or investment advisor
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Company Details
- Employees
- 2
- Founded
- -
- Address
- 9200 Indian Creek Parkway,
- Phone
- +1-480-621-7900
- in****@****lth.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- 3genwealth.com
- HQ
- Overland Park, Kansas
- Competitors
- Bailey Wealth Advisors.
3genwealth Llc Questions
3Genwealth Llc's helpline number is +1-480-621-7900
3Genwealth Llc's website is 3genwealth.com
3Genwealth Llc's LinkedIn profile is https://www.linkedin.com/company/3genwealth-llc
3Genwealth Llc has
2 employees.
View email and phone details for 2
employees at 3Genwealth Llc.
3Genwealth Llc's industry is
Financial Services
3Genwealth Llc's top competitors are
Bailey Wealth Advisors.
3Genwealth Llc's support email address is info@3genwealth.com
3Genwealth Llc's categories are Financial Services
3Genwealth Llc's founding year is 1964
