Our Perspective : Generation Wealth Strategies LLC

Our Perspective

Protect What Matters

At Generations Wealth Strategies, we’re all about protecting our clients and their marshes. We recognize that to our grower and farmer clients, the marsh or farm is a priceless part of the family, and we sincerely enjoy establishing plans that protect your work and find opportunities for growth. But more than that, we want to help you protect the relationships that will sustain your marsh or farm for years to come. We know that if your family isn’t prepared to take over the business mentally, emotionally, and financially, the details of an estate plan will amount to nothing. We recognize how important it is to keep the marsh in the family, which is why we do everything we can to make sure your succession plan is a successful one. We work with you and your family to protect the marsh, keep it in the family, and ensure all of your kids and grandkids get along, no matter who’s running the business at the end of the day.

Prepare with Heart

There might be multiple professionals involved in your current plan—your attorney is concerned with writing agreements and making sure all of your estate documentation is in order, while your CPA is focused on tax returns and projected revenue. These things matter, but without recognizing the heart behind your business, they won’t accomplish what your family truly needs from a multi-generational plan. We believe in the personal side of your financial strategy, and when we work with you, we take into account the reason you started growing and the vision you have for your children and grandkids. Our promise is to bring all of the pieces of your financial world together in a future-focused strategy that values your personal connection to the business and considers how everything affects each member of your family for generations.

It's a Privilege to Prepare

Just like your marsh means everything to you, we take our work with growers and farmers very personally. We believe it’s our responsibility to take care of our flock, and we consider it a privilege when a family trusts us to help them sustain their legacy. We genuinely want the growers, farmers, and families in our community to be protected and enjoy the fruits of their labor, and we’re honored that we get to be the wise counsel who guides them through that process. This process means a lot to us, which is why we’re committed to personally working on each part of your strategy. We take a hands-on approach to your financial strategies, and we don’t farm out the details (pun intended) to other financial professionals. It’s challenging, but we love it, and we wouldn’t have it any other way.