At Legacy Edge Advisors, we understand that wealth management is more than just numbers—it’s about making your dreams a reality. Our experienced advisors work with you to create customized financial strategies to help you grow, protect, and transfer your wealth.
At Generations Wealth Management Group, we help you grow and protect the wealth that sustains your family’s future. Like deep roots that support strong branches, our personalized financial planning, retirement strategies, and asset management are designed to give you stability today and room to flourish for generations to come.
Personalized Financial Solutions
Every client’s needs are unique. Our tailored strategies ensure your financial plan aligns with your goals, values, and vision for the future.
Trusted Guidance, Lasting Relationships
We’re more than advisors – we’re partners in your success, committed to helping you navigate every financial milestone.
Clarity in Complex Decisions
From retirement planning to asset management, we simplify the complex, so you can make confident, informed choices.
A Legacy That Grows
Our strategies focus on sustainable growth, helping you build and protect wealth for generations to come.
Wealth Navigation: Turning Complexity into Clarity for Retirees
Discover the Path to Financial Confidence in Retirement
Retirement is more than just a transition; it’s an opportunity to live your golden years with purpose, security, and peace of mind. Wealth Navigation by seasoned financial experts Richard and Andrew Hanson is your trusted guide to turning complex financial challenges into a clear, actionable plan for retirement success.
We believe informed decisions create stronger financial foundations. That’s why Generations Wealth Management Group offers educational seminars designed to empower you with the tools and insights needed to plan for what’s ahead. Whether you’re exploring retirement strategies, managing assets, or understanding insurance options, our seminars provide clear, actionable guidance to help you take control of your financial journey.
Registered Representative & Securities Offered Through Capital Synergy Partners, Member FINRA/SIPC , 2860 Michelle Dr. Suite 150 Irvine, CA 92606, Phone: 888-277-1974
Generations Wealth Management Group and Capital Synergy Partners are Unaffiliated Entities.