What Is Included

What Generations Wealth Services Include

Tax

	Planning	Management	Reporting
Blueprint
Compass 7500			X
Compass 35000	X		X
Cornerstone	X	X	X
Concierge	TBD	TBD	TBD

Investment

	Planning	Management	Reporting
Blueprint	X	X	X
Compass 7500	X	X	X
Compass 35000	X	X	X
Cornerstone	X	X	X+
Concierge	TBD	TBD	TBD

Personal CFO Services

	Planning	Management	Reporting
Blueprint
Compass 7500
Compass 35000	X	X	X
Cornerstone	X+	X+	X+
Concierge	TBD	TBD	TBD

Blueprint

AUTOMATED

INVESTMENT

MANAGEMENT

Compass 7500

MANAGED INVESTMENTS

AND TAX RETURN

PREPARATION

Compass 3500

PERSONALIZED INVESTMENT

TAX PLANNING & RETURN

PREPARTION AND SELECTION PERSONAL CFO SERVICES

Cornerstone

FULL GENERTIONS WEALTH EXPERIENCE (PERSONALIZED INVESTMENT MANAGEMENT, TAX PLANNING & RETURN PREPARATION AND SELECT PERSONAL CFO SERVICES)

Concierge

CUSTOMIZED SOLUTIONS TO MEET YOUR UNIQUE NEEDS

What This Means For You

This package includes the GW standard service item described here.

This package includes the GW standard service item described here with additional enhancements that are only available at certain retainer fee levels.

For example, the Enhanced Investment Management option includes the ability to customize portfolios and target allocations. You may choose to integrate tax location strategies and outside account management into the overall investment management strategy and reporting that Generations Wealth administers.

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