MultiGen Wealth Services

MultiGen Wealth Services MultiGen Wealth Services, Inc. Offices: Anacortes, Bellingham, Wenatchee Securities offered through LPL Financial, Member FINRA/SIPC.

Many of our clients have Multi-Generational Wealth transfer needs, this is why our company is named MultiGen, and we formed out of the need for complete Independence from the large complex banking institutions that have advisory conflicts with Investment and Commercial Banking. Our Mission Statement:
To partner with our clients effectively, so we can enhance the quality of their lives through risk

management, capital allocation and communication as their personal CFO. www.finra.org and www.sipc.org

Investment Advice offered through Strategic Wealth Advisors Group, LLC, a registered investment advisor. Strategic Wealth Advisors Group, LLC and MultiGen Wealth Services are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CA, FL, ID, MO, MT, NE, OR, PA, TX, UT, VA, VT, WA
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

02/16/2026
On Martin Luther King Jr. Day, we’re reminded that leadership is rooted in service, responsibility, and trust.As financi...
01/19/2026

On Martin Luther King Jr. Day, we’re reminded that leadership is rooted in service, responsibility, and trust.

As financial advisors, our role is to help guide thoughtful decisions, supporting long-term stability, clarity, and confidence for the people and families we serve. These principles shape how we approach every relationship and every plan.

Wishing you a meaningful Martin Luther King Jr. Day.

Is the AI Revolution underhyped? Check out this shorter TedTalk from a key industry insider to learn more about this. ...
10/28/2025

Is the AI Revolution underhyped? Check out this shorter TedTalk from a key industry insider to learn more about this.

The arrival of non-human intelligence is a very big deal, says former Google CEO and chairman Eric Schmidt. In a wide-ranging interview with technologist Bil...

10/07/2025

“A nickel ain’t worth a dime anymore.”

Yogi Berra

Let’s Go, Tridents Up 🔱
10/05/2025

Let’s Go, Tridents Up 🔱

09/30/2025

“Do not save what is left after spending; instead spend what is left after saving.”

Warren Buffett

Sunday walk, thinking of the past week, positive impacts and connections. The week ahead, meetings, new opportunities ...
09/28/2025

Sunday walk, thinking of the past week, positive impacts and connections. The week ahead, meetings, new opportunities and working to make a difference for our communities.

09/27/2025

Chelan County Emergency Management

🙏 for our families in the Cashmere, Wenatchee area. Stay safe and if we can be of any assistance please reach out, thinking of you and your families.

09/25/2025

Long term bullish have many reasons why, one key piece to share today:

In the USA we have:
GenZ ages 13-28, 70 Million
Millennials ages 29-44, 73 Million strong 💪
GenX ages 45-50, 65 Million
Boomers ages 61-79, 70 Million

Demographic consumption driven by the and should continue to push this bull market. This long term story on consumption and the need for labor is what helps develop innovation and productivity.

09/18/2025

Charlie Munger on Warren Buffett on how we designed .

1. He wanted continuous maximization of rationality, skills, and devotion of the most important people in the system, starting with himself.
2. He wanted Win/Win results everywhere in gaining loyalty and by giving it.
3. He wanted decisions that maximized long term results, seeking these from decision makers who usually stayed long enough in place to bear the consequences of decisions.
4. He wanted to minimize the bad effects that would almost inevitably come from a large bureaucracy at headquarters.
5. He wanted to personally contribute, like Professor Ben Graham, to the spread of wisdom attained.

Great advice for any business owner.

Nice research piece from LPL Financial, be optimistic but keen an eye on valuation.
09/17/2025

Nice research piece from LPL Financial, be optimistic but keen an eye on valuation.



LPL Research discusses how the stock market has historically performed during year two of Federal Reserve rate-cutting cycles.

Address

1801 Roeder Avenue #147
Bellingham, WA
98225

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+13603922882

Website

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Our Story

Many of our clients have Multi-Generational Wealth transfer needs, this is why our company is named MultiGen. We help families plan, and manage investments in a transparent way with no propritary investment products. We established our firm in 2011, designed a thoughtful annual client experience schedule based on many years of working with familys. With this, the need for complete Independence from the large complex banking institutions that have advisory conflicts with Investment and Commercial Banking became necessary. Our Mission Statement: To partner with our clients effectively, so we can enhance the quality of their lives through risk management, capital allocation and communication as their personal CFO. Securities offered through LPL Financial, Member FINRA/SIPC. http://www.sipc.org http://www.finra.org

Investment advice offered through Strategic Wealth Advisors Group LLC, a registered investment advisor. MultiGen Wealth Services and Strategic Wealth Advisors Group are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, FL, MO, UT, WA, VT, NE, AZ,AK, OR. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.