Generations Wealth

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Generations Wealth — overview

Assets Under Management

Type

Wealth Manager

Location

Cincinnati, OH, US

Alternative Asset Classes

-

About

Generations Wealth is a US based wealth manager. It provides investment advisory services to its clients on a discretionary basis. The services it offers include portfolio management, asset management, financial planning, income tax planning and family office services. It provides investment advisory services to individuals, high net worth to ultra-high net worth, families, trusts, institutional relationships like corporations, foundations and qualified plans.

Generations Wealth - known decision makers (7)

Contact NamePositionLocationEmailTelephoneAsset Class
Financial Reporting ManagerMason, USGEN
Founder, Chief Executive OfficerMason, USGEN
Investment ManagerMason, USGEN
Operations ManagerMason, USGEN
Senior Wealth AdvisorMason, USGEN

Showing 5 of 7 known decision makers Generations Wealth

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