What are the opening hours?

Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Generations Wealth Advisors

Home
United States
Perry, IA
Generations Wealth Advisors

Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Therefore, a response to a request for information may be delayed.

W help individuals, families, & small businesses organize their finances, develop & manage wealth accumulation strategies & create holistic financial plans all of which helps increase their likelihood of success in reaching financial goals. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Generations Wealth Advisors is not affiliate

d with Kestra IS or Kestra AS. www.finra.org
www.sipc.org

This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-553-7872.

07/20/2026

THANK YOU Generations Wealth Advisors and Landus for sponsoring Chamber's Block Party w/TOAST3R on July 24th in downtown Perry!

07/16/2026

Building a confident retirement starts with the decisions you make today. Even if retirement is a long way off, taking time to review your strategy can help keep you on track toward your long-term financial goals. Swipe to learn more.

If you have questions about your retirement strategy or would like to discuss your long-term financial goals, contact us today. We are here to help.

07/09/2026

When stock prices drop, some investors start asking "shoulda, woulda, coulda” questions about whether to remain invested. But as 2025 illustrates, market timing can be very expensive even if it means missing just a few days.

07/02/2026

This July, we’re not just celebrating Independence Day — we’re also celebrating 250 years as a nation, a truly once-in-a-lifetime holiday. Our team wishes each of you a happy, safe, and memorable Fourth of July!

Please note that our office is closed on Friday, July 3rd. We’ll be back on Monday, July 6th, ready to assist with any early summer questions or needs.

06/25/2026

For most individuals, financial lives often become more complex over time. Market movement, business developments, changes in income, and evolving family priorities can all introduce new considerations throughout the year.

Sometimes these changes create financial blind spots, meaning risks or inefficiencies that develop quietly and may not be obvious at first glance.

A mid-year financial review can help bring those areas into focus by identifying gaps that may have emerged since the start of the year. Additionally, it can help you review changes in income, markets, or personal circumstances, ensuring your current strategy still reflects your priorities.

Taking the time to review your strategy now can help address issues early and keep your financial plan aligned with your goals. If you would like to schedule a mid-year financial review, contact us to start the conversation.

06/18/2026

Planning for retirement involves more than just saving; it requires a thoughtful approach to keep your investments growing. Our advisors are here to help you find that balance between risk and reward, ensuring your money works as hard as you do.

Let's set up a time to discuss how we can create a retirement strategy that aligns with your goals and keeps your future secure. Contact us today to start planning for tomorrow!

06/11/2026

Amid the recent market fluctuations, it’s important to remember that while market volatility can feel unsettling, it’s a normal part of the investing journey.

Our team is here to help you put today’s headlines in perspective and make informed decisions for your long-term goals.

If you’re feeling unsure or want to review your portfolio, don’t hesitate to reach out. Let’s talk through it together.

06/05/2026

Supporting our local veterans at the American Legion charity golf tournament in Waukee. Thank you vets!

06/04/2026

Find your row first, then look one row up.

That's the difference starting 5 years earlier can make.

At a hypothetical 8% annual return, the difference between starting at 40 vs. 35 on a $500/month contribution is over $200,000 by the time you reach 65. Not because of more money—just more time.

Time in the market is not just valuable, it's the whole game.

Which row did you land on—and did it surprise you?

06/03/2026

In light of the construction outside our offices, I decided to take a ride this afternoon. I traveled along the Connector trail to the high trestle. The ride was great, although it was somewhat breezy.

Address

Perry, IA
50220

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

http://genwealthadvisors.com/

Alerts

Be the first to know and let us send you an email when Generations Wealth Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.