Generations Wealth Strategies LLC

Generations Wealth Strategies LLC Generational wealth specialist for Wisconsin cranberry growers. Please consult your own tax, legal, or accounting professionals before making any decisions.

Your legacy is about much more than wealth preservation or creative business strategies - 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. W

e'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.


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Generations Wealth Strategies LLC, nor New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Generations Wealth Strategies LLC is not owned or operated by New York Life Insurance Company or its affiliates. Stacy Burgau:
I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products and services through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company.

304 Main Street
Po Box 204
Black River Falls, WI 54615
(715)284-5433

I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

It’s hard to believe—but more than 100 million U.S. families don’t have the financial protection they need.¹ At New York...
05/25/2026

It’s hard to believe—but more than 100 million U.S. families don’t have the financial protection they need.¹ At New York Life, we have the tools and resources to help you create a clear, personalized strategy so you can move forward with confidence and security—prepared for whatever’s next. Let’s make sure your family is ready for the unexpected and set up for the life you imagine.

¹MoneyGeek, Life Insurance Statistics, 2024
https://bit.ly/4fFOebw

Every family’s story is unique—but the direction it takes is shaped by the choices you make today. At New York Life, we ...
05/22/2026

Every family’s story is unique—but the direction it takes is shaped by the choices you make today. At New York Life, we help you picture the future you want and create a personalized roadmap to get there. Because the best stories don’t just happen—they’re guided with care, purpose, and the right support along the way. Let’s start creating a customized strategy to get you where you need to go.

After Ryan's sudden passing at just 41, Racquel found comfort knowing their planning allowed her to keep the home they b...
05/21/2026

After Ryan's sudden passing at just 41, Racquel found comfort knowing their planning allowed her to keep the home they built and care for their children. That’s the power of preparation. Connect with me to start building your own strategy today.

Charitable giving doesn’t have to be confusing — it can be a powerful way to care for your loved ones and the causes you...
05/20/2026

Charitable giving doesn’t have to be confusing — it can be a powerful way to care for your loved ones and the causes you love most. Watch this video to see how Deena and Dave were able to make a meaningful gift to their favorite museum while ensuring their family’s financial security. If you’d like to explore how charitable giving can fit into your estate plan — without compromising what you want for your loved ones — let’s talk. https://bit.ly/4tQZ3Ls

When a business partner retires, becomes disabled, or passes away, what happens? With a buy–sell agreement, you can kee...
05/19/2026

When a business partner retires, becomes disabled, or passes away, what happens? With a buy–sell agreement, you can keep your business — and your family — protected. It’s a simple plan that describes who buys, who sells, and how that will be funded when life takes an unexpected turn. Life insurance often provides the cash to make a buy-sell plan work — so ownership transfers smoothly and everyone’s treated fairly. Watch this short video and then let’s look at reviewing or setting up your buy–sell agreement today – before it’s needed. https: //vimeo.com/263941784?share=copy

Are you interested in securing your financial future while minimizing income taxes? Charitable Remainder Trusts (CRTs) ...
05/18/2026

Are you interested in securing your financial future while minimizing income taxes? Charitable Remainder Trusts (CRTs) offer a smart solution. By converting appreciated assets into income streams, CRTs can significantly reduce your tax burden while allowing you to support the causes that matter most to you. From preserving wealth and lowering taxes and helping to ensure business succession, CRTs are a powerful tool for achieving long-term financial success. Read this article to learn how CRTs work (and for other key disclosures), then let’s create a solution tailored to your goals—benefiting your family, your business, and the charities you care about.
https://bit.ly/4tMV5DB

Charitable gifts with retained life estates allow you to support a cause you care about while continuing to enjoy your p...
05/15/2026

Charitable gifts with retained life estates allow you to support a cause you care about while continuing to enjoy your property. This strategy can offer significant tax benefits and help preserve your family's wealth. Read the full article to learn more about how this works and other important disclosures and then let’s see if this strategy is a good fit for your financial goals. https://bit.ly/3RIzJJX

If you’ve built a successful business or family legacy, chances are your financial life doesn’t fit neatly in one folder...
05/14/2026

If you’ve built a successful business or family legacy, chances are your financial life doesn’t fit neatly in one folder. A revocable living trust can help bring structure and peace of mind to that complexity. Unlike a will, a living trust goes into effect while you’re still alive and can keep your estate private, simplify transitions, and avoid costly probate delays. It’s not a one-size-fits-all solution, but for many families, it’s a smart way to make sure their wealth — and their wishes — are handled smoothly. Read this article that breaks down the advantages, drawbacks, and misconceptions around living trusts in clear, practical terms and provides other important disclosures, and if you want to explore how this might fit your plan, I’ll be happy to help you think through what makes the most sense for your situation.
https://bit.ly/4wtOgJp

Today’s wealthy seniors are likely to die with far more assets than they’ll ever need, but the ever-increasing costs of ...
05/13/2026

Today’s wealthy seniors are likely to die with far more assets than they’ll ever need, but the ever-increasing costs of higher education, homeownership, and health care, coupled with overall increased spending, decreased saving, and greater longevity, could result in scant wealth remaining to leave a legacy for their children and grandchildren. Read this article to learn how customizable permanent insurance can be used for leverage, guarantees, and generational wealth planning simplicity. Then, let’s talk about how we can strengthen your family’s long-term financial security. All guarantees are based on the claims paying ability of the issuing company. The primary purpose of life insurance is death benefit protection. https://bit.ly/4dGkhXp

Address

304 Main Street
Black River Falls, WI
54615

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm

Telephone

(715)2845433

Website

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