Relax. Live Life And Enjoy Retirement.
Financial Advisors that help you plan, so that you can focus on what’s most important to you.
“Don’t simply retire from something. Have something to retire to.”
– Harry Emerson Fosdick
How We Serve Clients
The Value of Working with GWP
Meet the Team!
Generational Wealth Planning is based in Mesa, AZ. We work with clients all throughout the state of Arizona, and also virtually with clients in over 23 states. Our advisors possess over 25 years of industry experience combined and hold professional certifications, such as the Certified Kingdom Advisor® (CKA®) designations. As fiduciaries, we act in your best interest at all times.
Schedule an Appointment or Zoom Call
Please complete the following form and a financial professional will contact you to schedule your meeting.