About Generational Wealth Management

Generational Wealth Management specializes in Retirement Income Planning, Life Insurance, and College Financial Planning.  We believe that when we treat your finances like family, you’ll know that we’re looking out for your best interests.

Generational Wealth Management

Charles Donaldson - Financial Planner and College Funding AdvisorCharlie Donaldson

As President of Generational Wealth Management, Charlie works diligently to insure that all families can have confidence and certainty as they arrive at life’s most important financial milestones, so they do not take unnecessary risk!

Charlie has worked in the industry for 12 years and has worked with families of ALL backgrounds. You can view his background and connect with him on LinkedIn.

moneytipsHe is dedicated to helping you in planning your finances and is always willing to spare some time for you.  Schedule a 15 minute phone call to get to know Charlie by visiting his schedule online.