LEGACIES THAT LAST FOR
LEGACIES THAT LAST FOR Generations

Comprehensive wealth planning built with your individual needs in mind.

View Our
Story

Meet our thought experts
About Us

Rob Lyons

Rob Lyons, CFP®

Managing Partner & Financial Advisor

"Our client relationships are built on a foundation of trust, propelled by the knowledge it takes to succeed."
Read More

KEVIN LYONS

PARTNER & FINANCIAL ADVISOR

“There is a powerful feeling in helping people achieve their financial goals…Knowing that you are a part of creating a lasting legacy is extremely fulfilling”
Read More
Kevin Lyons
Kelly Morris

KELLY MORRIS

CLIENT RELATIONSHIP MANAGER

“The personal approach we take here makes all the difference. Our clients really are like family, and having this trusting relationship makes every success much more rewarding.”
Read More

TERRY HASTINGS

FINANCIAL ADVISOR

“By taking a holistic and highly individual approach to investment, we are creating new potentials for success at every turn.”
Read More
Terry Hastings
About Us

with us you can find
Solutions

Investment Planning

“Building a legacy of wealth starts with good planning.”
Learn More
Family

Financial Planning

“Create a road map between where you are and where you would like to be.”
LEARN MORE
Mom and dad reading a book to a little girl

Risk/Insurance Planning

“A realistic approach to risk management simplifies the planning process.”
LEARN MORE
Old couple on the beach

Fiduciary Trust Services

“Caring for your legacy is the highest priority.”
LEARN MORE
older person holding a little girl by the hand
View All Solutions

The latest in your world
Newsroom

Stock Market Euphoria Is Off The Charts

Analysts are expecting a very good year for the stock market, with growth second only to 2018. However, even with the continued improvement, the market is still far from reaching its previous peak in 2013.
Read More

Moving Forward: The Economical Impact of COVID-19

The US government and the Fed help support households and businesses, but where do we go from here? Watch our newest video and stay informed.
Read More

What Lies Ahead for the Slowing U.S. Economy?

2020 has been one of the most unusual years for investors that we have ever experienced, and we are currently seeing a growing disconnect between the slowing economy and the stock market. Generations Wealth Planning (GWP) believes the stock market is currently reflecting excessive optimism. We recommend that investors do not increase their exposure to […]
Read More
1 2 3 12
View All

STAY UPDATED AROUND THE CLOCk
Newsletter Sign Up

READY TO START A CONVERSATION?
cONTACT uS

Get In Touch

Copyright © 2021 | Generations Wealth Planning | All Rights Reserved | Privacy Policy | Sitemap

Financial Privacy Policy and Business Continuity Statement

Form ADV Part 2 and CRS