Generations Wealth Management

One of the things that makes our practice unique is that over time we have discovered that planning for a family’s financial future doesn’t end with retirement and estate planning and it goes much further than just your immediate family. At Generations Wealth Management, our team and I have made it a part of our practice to facilitate the discussions about multi-generational planning, wealth transfer strategies and pursuing our clients’ legacy desires. It has been our privilege to help our clients, their children, grandchildren and more importantly their parents.


Advisors

Courtney Davis

Courtney Davis

CMFC®

Financial Advisor

Visit Courtney Davis's website
Bryan Riley

Bryan Riley

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Bryan Riley's website
Ian Lobo

Ian Lobo

CFP®

Financial Advisor

Visit Ian Lobo's website
Keith Smith

Keith Smith

Financial Advisor

Visit Keith Smith's website

Team

Mazie Wong

Mazie Wong

Paraplanner

Eva Chu

Eva Chu

Client Service Specialist

Michael Chau

Michael Chau

Investment Specialist