Generations Wealth Management

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Kim Luu-Tu

Kim Luu-Tu

CFP®, CRPC®

Private Wealth Advisor

Chief Executive Officer of Generations Wealth Management
Visit Kim Luu-Tu's website
Courtney Davis

Courtney Davis

Financial Advisor

Visit Courtney Davis's website
Keith Smith

Keith Smith

Financial Advisor

Visit Keith Smith's website
Ian Lobo

Ian Lobo

CFP®

Financial Advisor

Visit Ian Lobo's website

Team

Mazie Wong

Mazie Wong

Paraplanner

Eva Chu

Eva Chu

Client Service Specialist

Michael Chau

Michael Chau

Insurance Specialist