Wealth Management
Focused on the present, planning for the future.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Mariner Independent Advisor Network, LLC, a Registered Investment Advisor. MultiGen Wealth Services, Inc and Mariner Independent Advisor Network, LLC 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, TN, AZ, NV, AK, OR.
Successful Wealth Management
The quality of your relationship with your wealth services professional matters.
Are your goals and aspirations truly understood?
Will the service model meet your needs and preferences?
Are relevant the skills, knowledge and expertise present?
MultiGen's offerings include:
- Comprehensive Financial Planning
- Concentrated Stock Strategies
- Review Investment Policy Statements
- Retirement and Education Planning
- Alternative Investment Strategies
- Concentrated Wealth Strategies
- Asset Management
- Exit Planning
- Insurance Management