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.org
http://www.finra.org
Investment 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.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 113 W. Chestnut Street, Bellingham,wa 98225,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://multigenws.com/
- Keywords
- Wealth Management, Financial Planning, Investments, Insurance Management, Education Planning, Retirement Planning, Multi-Generation Wealth Transfers.
- HQ
- Bellingham, WA
Multigen Wealth Services Questions
Multigen Wealth Services's website is https://multigenws.com/
Multigen Wealth Services's LinkedIn profile is https://www.linkedin.com/company/multigenws
Multigen Wealth Services has
5 employees.
View email and phone details for 5
employees at Multigen Wealth Services.
Multigen Wealth Services's industry is
Financial Services
Multigen Wealth Services's top competitors are
Ava Labs,
Belay,
Helion,
Cr Benefits Insurance Solutions,
Strategy Risks,
Smartwebs,
Lalamove,
Focus Partners Wealth,
Kinship Ventures, Llc,
Jackson Square Partners, Llc.
Multigen Wealth Services's categories are Financial Services
Multigen Wealth Services's founding year is 2011
