Generations Wealth Design
Finance · 1-10 Employees
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Overview
Phone Number
(785) 273-5580Website
www.genwd.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
About Generations Wealth Design
Generations Wealth Design is a family-owned, third generation Registered Investment Adviser based in Kansas, offering high-touch financial planning and portfolio management services. Founded in 1994 by a father-son team, the firm is dedicated to serving clients' best interests and operates on a transparent fee structure based on assets under management. They typically meet with clients three times a year, providing personalized attention and support, especially during significant life transitions. Their target clients include individuals seeking comprehensive financial guidance and investment management.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Generations Wealth Design
<$5M
1-10
Private
-
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N/A
Company Profile Activity
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Generations Wealth Design is experiencing very low activity levels compared to other companies in the Finance sector.
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Generations Wealth Design is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Generations Wealth Design.
Generations Wealth Design Tech Stack
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Generations Wealth Design is a family-owned, third generation Registered Investment Adviser based in Kansas, offering high-touch financial planning and portfolio management services. Founded in 1994 by a father-son team, the firm is dedicated to serving clients' best interests and operates on a transparent fee structure based on assets under manage... Read More
