GENERATIONAL WEALTH

Financial services, namely, wealth management services; Financial asset management; Investment services, namely, asset acquisition, consultation, development and management services; Financial planning; Financial planning consultation; Providing information in the field of wealth management; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment