Financial Advisors for Multi-generational Families in Phoenix
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Featured Financial Advisors
Ian Weiner, CFP(R), CEPA
1 Client Reviews
"For 2+ years, he has advised/supports my financial goals and that will enable me to fully enjoy my retirement lifestyle. I'm about a year away from being non-employed. I highly recommend him. He can make a difference with your resources. No regrets. Call Ian!"
Rodriquez Wealth Management
At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth.
Calculated Wealth
We strive to transform worry and stress into confidence and peace through careful planning delivered consistently while ensuring we’re accessible when you need us.
Financial Advisors
Chris Gure
15 Client Reviews
"Started working with Chris because no one else could explain my 401k, equity comp, and taxes in a way that actually made sense. Most advisors pitch products. He solves real problems and keeps my entire financial life moving in the right direction. That is why we trust him."
Pillar Wealth
11 Client Reviews
"The Pillar team has provided me with a very valuable outside perspective. They asked great questions and provided options and recommendations that worked well for my goals."
Cayden McLaughlin, CFP, EA
3 Client Reviews
"Excellent, I have worked with Cayden for over a year and he has been very helpful in building a personal financial plan but also navigating difficult financial scenarios."
Ian Weiner, CFP(R), CEPA
1 Client Reviews
"For 2+ years, he has advised/supports my financial goals and that will enable me to fully enjoy my retirement lifestyle. I'm about a year away from being non-employed. I highly recommend him. He can make a difference with your resources. No regrets. Call Ian!"
Rodriquez Wealth Management
At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth.
Calculated Wealth
We strive to transform worry and stress into confidence and peace through careful planning delivered consistently while ensuring we’re accessible when you need us.
Retirement Matters, Inc.
You've worked hard to prepare for retirement. Retirement Matters will guide you through that transition and partner with you as you live out those dreams.
Artistic Wealth
Artistic Wealth was created for endowments, entrepreneurs, and pre-retirees/retirees who want custom tailored planning, a wealth partner who listens and acts in the best interest of the client.
Annuity Answers
We provide unbiased annuity guidance with no fees, no obligations.
Showing 1 - 9 of 9 results
FrequentlyAsked Questions
What is a multi-generational financial advisor?
They specialize in helping families plan for long-term wealth transfer, educate heirs, and manage complex estate structures.
Why is estate planning so important for multi-generational families?
Without clear planning, families risk unnecessary taxes, legal disputes, or misaligned goals across generations.
Can financial advisors help prevent family conflict?
Yes. Experienced advisors often mediate conversations and lead family meetings to avoid misunderstandings and ensure everyone’s voice is heard.
What type of financial advisor is best for legacy planning?
Look for a fee-only fiduciary who has experience with trusts, estate planning, and working with ultra-high-net-worth families.
What are the biggest mistakes families make when passing on wealth?
Delaying planning, not involving younger generations early enough, and failing to clearly define goals and roles.
Why Should Multi-Generational Families Use a Financial Advisor?
Families with wealth across multiple generations face complex decisions — from managing shared assets to ensuring smooth inheritance and aligned values. A multi-generational financial advisor helps you:
Create a legacy plan that defines how wealth, values, and family goals are passed down.
Avoid family conflict with structured meetings and neutral guidance.
Build trust structures for tax-efficient transfers across generations.
Prepare the next generation with financial education and stewardship tools.
Coordinate across experts, including estate attorneys, CPAs, and investment managers.
Plan for longevity by balancing liquidity needs now with growth for the future.
The right advisor understands family dynamics as well as finance — helping you keep the peace and grow your legacy.
Create a legacy plan that defines how wealth, values, and family goals are passed down.
Avoid family conflict with structured meetings and neutral guidance.
Build trust structures for tax-efficient transfers across generations.
Prepare the next generation with financial education and stewardship tools.
Coordinate across experts, including estate attorneys, CPAs, and investment managers.
Plan for longevity by balancing liquidity needs now with growth for the future.
The right advisor understands family dynamics as well as finance — helping you keep the peace and grow your legacy.
Not sure who’s right for you as a multi-generational family? Answer a few quick questions, and we’ll introduce you to someone who fits.
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