Managing Your Wealth Responsibly

For more than 25 years, the team at Generational Wealth Management has partnered with individuals, families, and institutions to grow and safeguard their wealth. At the core of our wealth management philosophy is a commitment to understanding you, your concerns, and the issues and opportunities you face.

We recognize that the financial decisions we help you make are not solely about investments, but rather about how you live your life. By taking the time to understand what matters most to you and your family, we will design a comprehensive plan, personally crafted to provide peace of mind and address your unique needs and values.

We are proud that many of the families we serve are now into their 2nd or 3rd generation of working with us. Our wealth management plans are built to balance fulfilling your current goals with planning for the needs of future generations. So, whether it involves providing for loved ones, evaluating the sustainability of investments, managing U.S. retirement plans, or supporting cherished charitable causes, you can trust that your wealth management strategy will ensure the legacy you wish to leave.

An elevated advisory experience

The right advice starts with a trusted relationship. Financial advice is about more than just having a plan. It’s about having the right plan for you. And that only happens with a true understanding of your whole life, beyond just your finances. Our business is about you and your financial well-being. We believe planning and advice should go beyond simple asset allocation. It’s about your entire life and managing all the twists, turns, and ups and downs that happen along the way.Whether you want to manage your wealth, preserve your assets or build your legacy, contact us today and learn how we can help you make your financial goals become future realities.

Michael Higgins, BCom, CIM, FCSI

Wealth Advisor Associate Portfolio Manager

Ryan Cramp, CIM, CFP^®

Wealth Advisor Portfolio Manager

Jill Cramp, CFP^®

Wealth Advisor

Natasha Hodgson

Wealth Advisor Associate

Ashley Bollman

Wealth Advisor Assistant

Dynamic thinking makes a difference

We consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.