Our team is dedicated to assisting clients in identifying and achieving their life goals through appropriate strategies, open communication and exceptional service. We strive to help our clients by creating and implementing comprehensive wealth management plans allowing them to effectively accumulate, protect and transfer wealth. The result is a long-term relationship helping lead our clients to financial peace of mind. Contact us today to learn how we can help you achieve your goals.
At the Generational Wealth Management Group, we are very proud that Financial Advisor Barbara Letvinchuk was named one of Forbes/SHOOK Best-in-State Wealth advisors in 2020. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Barbara!
With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2019.
RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.
Thank you for trusting us as your wealth management partners. Our commitment to you goes beyond sharing our knowledge and expertise. If your current life or financial situation has changed, feel free to contact us and set up and appointment.
If you are not currently a client, and would like to learn more about our approach, we would love to hear from you.
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