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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our approach

WHO WE ARE ~ Generations Wealth Group is a team of financial advisors with over 93 combined years of experience, supported by a highly skilled staff. We draw on our significant in-house capabilities, and we complement our knowledge with a network of carefully chosen specialists.

WHAT WE DO ~ We have created a process to help simplify complex matters to help our clients grow and become more confident in their financial future. Through personalized advice and thoughtful planning, we help clients make decisions consistent with their individual values and priorities.

WHY WE DO IT ~ Generations Wealth Group understands the importance of family and the legacy you may want to pass onto future generations. Not only are we here to help you preserve your wealth and help you accomplish your goals, but we are here to take the time to get to know you as a person. Our clients are important to us and we treat them as family.

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Events

The Hidden Costs of Aging

The important conversations you need to have about care and housing expenses

As we live longer, planning for retirement involves more than just investment considerations. Care and housing decisions can have a meaningful impact on lifestyle, family dynamics, and long-term financial planning.

This educational session is designed to help participants:

• Understand key aging trends and longevity considerations.
• Explore common care and housing options as we age.
• Identify considerations to help formulate a thoughtful plan.

The Power of Social Security: 3 Things You Need to Know

The Silver Tsunami is coming.

Over 30 million baby boomers—the final and largest cohort—will turn retirement age by 2030. Yet only 20% of workers say they understand Social Security very well.

And many find the topic simply overwhelming.

The Power of Social Security—will provide valuable insights to:

  • Debunk common misconceptions about Social Security
  • Drill down on benefits
  • Provide actionable next steps for thoughtful retirement income strategies

The Facts of Funeral Pre-Planning – Final Wishes

During this webinar, we will:

  • Discuss the Final Wishes Organizer to document your wishes and put an intentional plan in place for your loved ones
  • Explore common reasons why so many families plan in advance
  • Review pre-planning versus pre-funding
  • Discuss pros and cons of a funeral policy
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Personal Message~

"Private wealth management is very personal. We take the time to listen and understand what is most important to you. Then, we work with you to create personalized plans to help you achieve your goals and dreams. We track your progress and adjust as your life evolves and markets change. You can be involved as much or as little as you like, and have peace of mind knowing that you have a custom financial plan that addresses your needs, as well as your dreams. We build lifetime relationships with our clients and our clients' children. It's why we do what we do."

- Scott Maeyaert, Private Wealth Advisor, President of Generations Wealth Group