ABOUT
Generational Wealth Strategies
At Generational Wealth Strategies, we are committed to partnering with our clients to proactively minimize their current tax burden and leverage those assets to build Measurable Generational Wealth with current and proactive tax savings opportunities.
Generational Wealth Management is a leading Financial Tax Advisory Firm based in Southern California that specializes in Tax Advisory, individual and business tax preparation, financial analysis, tax review, payroll and returns, generational wealth strategies, and investment strategies.
We serve a diverse clientele that are committed to being proactive about their tax & business strategies as well as Legacy building for them and their family's financial futures.
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Let us help you achieve your financial goals today!
Meet Our Team
Casey Negrete
Partner
Casey Negrete, Partner here at Generational Wealth Strategies, has over 15 years of experience in partnering with professionals and small business owners to create measurable generational wealth, by maximizing yearly tax savings while maximizing asset protection, retirement savings, and tax solutions with a proactive and creative real-world advice while using the strategies of the highest income earners. His expertise and leadership drive our firm's commitment to delivering an exceptional client commitment to providing genuine and measurable value to our clients
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Lizette Escobedo
Business Operations Officer
Lizette Escobedo is the Business Operations Manager who manages the daily operations of the business. She is responsible for conducting initial client assessments, developing business strategies for growth, innovation, and efficiencies. With over 20 years of experience, Lizette has advised small, midsize, and large nonprofit organizations on effective structures, systems, and processes.
Our Core Values
No matter what stage of your financial journey Generational Wealth Strategies is helping you navigate, you'll be partnering with professionals who embody our core values. These values define our work and empower our decision-making to provide an elevated client experience and culture unlike anywhere else.
Character
Our actions are rooted in respect and honesty. We make time for others and constantly seek what is best for the client.
Passion
We're driven to create results that inspires those around us. Whatever task we start, we see it through until it's completed.
Teamwork
We move quickly with purpose. Our teams continually strive to achieve excellency and work together to better each other.
Growth
We foster an environment that encourages growth, both professionally and personally and Believing in hard work.
Why We're Different
Generational Wealth Strategies and wealth managers work with in-house CPAs and attorneys to look at all elements of your financial life to ensure your money is working as hard as it can for you, day in and day out. Our planning-led approach means that we discover what's most important to you and your family first, then we design an investment portfolio to match those needs.
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Dedication of expressing value and always providing more than the client anticipates or was promised.
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Bringing our clients to action so they can see real results.
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To bring clients to action, so they stop talking about investing and START