Generations Wealth Strategies LLC

www.generationswealthstrategies.com

Your legacy is about much more than wealth preservation or creative business strategies. It's about sustaining the heart and passion that has fueled your family for generations - it's about making sure that every member of your family feels confident and excited about the future. That's why at Generations Wealth Strategies, we're committed to helping hardworking agricultural professionals prepare their marshes, farms, and families not just financially, but mentally and emotionally. We've served cranberry growers and farmers for nearly 20 years, and we consider it a privilege to guide them through the intricacies of wealth transfer and succession strategies. Our goal is to make sure each generation's desires and needs are accounted for, and we become a trusted resource and mediator so your life's work can be a blessing to your family for years to come. ____ Generations Wealth Strategies LLC, nor New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Generations Wealth Strategies LLC is not owned or operated by New York Life Insurance Company or its affiliates. Stacy Burgau is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, she is a Registered Representative of and offers securities products through NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company. Stacy is not licensed in all jurisdictions. New York Life Wisconsin General Office address: 999 Fourier Drive, Suite 300, Madison WI 53717. P: 608-831-4416. Registered branch address: 304 Main Street, Black River Falls WI 54615

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Your legacy is about much more than wealth preservation or creative business strategies. It's about sustaining the heart and passion that has fueled your family for generations - it's about making sure that every member of your family feels confident and excited about the future. That's why at Generations Wealth Strategies, we're committed to helping hardworking agricultural professionals prepare their marshes, farms, and families not just financially, but mentally and emotionally. We've served cranberry growers and farmers for nearly 20 years, and we consider it a privilege to guide them through the intricacies of wealth transfer and succession strategies. Our goal is to make sure each generation's desires and needs are accounted for, and we become a trusted resource and mediator so your life's work can be a blessing to your family for years to come. ____ Generations Wealth Strategies LLC, nor New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Generations Wealth Strategies LLC is not owned or operated by New York Life Insurance Company or its affiliates. Stacy Burgau is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, she is a Registered Representative of and offers securities products through NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company. Stacy is not licensed in all jurisdictions. New York Life Wisconsin General Office address: 999 Fourier Drive, Suite 300, Madison WI 53717. P: 608-831-4416. Registered branch address: 304 Main Street, Black River Falls WI 54615

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Wisconsin

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Employees

1-10

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Founded

2021

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