Generations Wealth Advisors

Generations Wealth Advisors Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Therefore, a response to a request for information may be delayed.

W help individuals, families, & small businesses organize their finances, develop & manage wealth accumulation strategies & create holistic financial plans all of which helps increase their likelihood of success in reaching financial goals. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Generations Wealth Advisors is not affiliate

d with Kestra IS or Kestra AS. www.finra.org
www.sipc.org

This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-553-7872.

Planning for retirement involves more than just saving; it requires a thoughtful approach to keep your investments growi...
06/18/2026

Planning for retirement involves more than just saving; it requires a thoughtful approach to keep your investments growing. Our advisors are here to help you find that balance between risk and reward, ensuring your money works as hard as you do.

Let's set up a time to discuss how we can create a retirement strategy that aligns with your goals and keeps your future secure. Contact us today to start planning for tomorrow!

Amid the recent market fluctuations, it’s important to remember that while market volatility can feel unsettling, it’s a...
06/11/2026

Amid the recent market fluctuations, it’s important to remember that while market volatility can feel unsettling, it’s a normal part of the investing journey.

Our team is here to help you put today’s headlines in perspective and make informed decisions for your long-term goals.

If you’re feeling unsure or want to review your portfolio, don’t hesitate to reach out. Let’s talk through it together.

Supporting our local veterans at the American Legion charity golf tournament in Waukee. Thank you vets!
06/05/2026

Supporting our local veterans at the American Legion charity golf tournament in Waukee. Thank you vets!

Find your row first, then look one row up.That's the difference starting 5 years earlier can make.At a hypothetical 8% a...
06/04/2026

Find your row first, then look one row up.

That's the difference starting 5 years earlier can make.

At a hypothetical 8% annual return, the difference between starting at 40 vs. 35 on a $500/month contribution is over $200,000 by the time you reach 65. Not because of more money—just more time.

Time in the market is not just valuable, it's the whole game.

Which row did you land on—and did it surprise you?

In light of the construction outside our offices, I decided to take a ride this afternoon. I traveled along the Connecto...
06/03/2026

In light of the construction outside our offices, I decided to take a ride this afternoon. I traveled along the Connector trail to the high trestle. The ride was great, although it was somewhat breezy.

As a new graduate, we know that it can seem daunting to start investing, especially when your finances may be tight. Thi...
05/28/2026

As a new graduate, we know that it can seem daunting to start investing, especially when your finances may be tight. This can lead some new grads to push off investing until the “perfect time” in the future.

Here’s why that can be a bad strategy: Time is one of the biggest advantages we have when it comes to investing. Starting early gives your money more chances to grow — even if you’re only investing a little each month. That growth might not look obvious on a day-to-day basis. But as the years pass, the difference can become much clearer.

You don’t need a lot of money to get started with investing. The most important thing is to start early. Even small contributions to your own investment accounts or employer-sponsored accounts like 401(k)s, over time, can give your money more chances to grow. The sooner you get started, the bigger the impact it makes to the value of your investment portfolio.

If you want help figuring out what investing could look like for you or have questions about your current strategy, don’t hesitate to reach out. We’re here to help craft an investment strategy that’s right for you.

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made...
05/21/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

Markets can be unpredictable in the short term, but long-term investing has consistently proven to be one of the most ef...
05/14/2026

Markets can be unpredictable in the short term, but long-term investing has consistently proven to be one of the most effective ways to build wealth. If recent market volatility has you questioning your strategy, you are not alone. Swipe through for a few important reminders about why staying invested matters.

If you have questions about your current investment strategy or want to ensure you’re aligned with your long-term goals, call us today. We’re here to help you stay focused on what matters most.

That yellow section? That's money you never saved, your money made it for you.This is compound interest in action. Start...
05/07/2026

That yellow section? That's money you never saved, your money made it for you.

This is compound interest in action. Start with $1,000/year at a hypothetical 5 percent return, and by year 30, you've built nearly $70,000. But the real story is the yellow: Interest earning interest.

Year 1: almost no interest at all.
Year 30: the interest on your interest alone might cover a year of car payments (or more).

You don't need to invest more. You need to stay focused on your strategy. What's one financial habit you wish you'd started earlier? Drop it below. 👇

Building generational wealth is not about a single decision. It is about a series of intentional steps that create long-...
04/30/2026

Building generational wealth is not about a single decision. It is about a series of intentional steps that create long-term financial stability for your family. If leaving a lasting legacy is one of your goals, there are a few fundamental steps to consider. Swipe to learn more.

Building generational wealth takes time, consistency, and thoughtful planning, and you do not have to navigate it alone. Contact us today to start creating a personalized strategy designed for your family’s future.

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Perry, IA
50220

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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