Brokerage Services

Generations Wealth Management offers brokerage services including the buying and selling of securities and offering recommendations to retail investors. You may select the investments or we may recommend them, but the ultimate decision for your overall investment strategy and the purchase or sales of investments will be yours. There is no ongoing monitoring of the strategies, accounts, performance, or investments whether recommended or not, but you will receive quarterly statements from the custodians of your accounts. Fees are charged on a transaction basis.