Network·Family Office

Generations Wealth Management

Unclaimed

📍 West Des Moines, IA

Family OfficeStreamlining financial operationsOverseeing income and estate tax planningEvaluating venture capital opportunitiesInvestment managementMonitoring risk management productsImplementing and administering the family’s philanthropic mission
www.genwm.com/

About

Financial Advisors Des Moines IA | Wealth | Retirement | Skip to Content Go to Homepage Contact Us Search for content Go Contact Us Home Locations Iowa West Des Moines, IA West Des Moines, IA Our advisors specialize in providing comprehensive wealth management and investment advisory services to individuals, retirement plan sponsors, endowments, and foundations in Des Moines. Talk to an Expert Address 5745 Raccoon River Drive #160 West Des Moines, IA 50266 Contact Phone: 515.657.4100 Who We Serve Endowment Foundation Leaders Individuals Families Retirement Plan Sponsors Hours Mon–Thur 8:30 am–5:00 pm Fri 8:30 am–4:00 pm Endowment Foundation Leaders Individuals Families Retirement Plan Sponsors Select an option Endowment Foundation Leaders Individuals Families Retirement Plan Sponsors Endowment Foundation Leaders Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients. Explore Our Services Individuals Families Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help. Explore Our Services Retirement Plan Sponsors We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more. Explore Our Services CAPTRUST West Des Moines CAPTRU

Key Contact

AU

Amy Underhill

Manager of Operations & Compliance

📞 Office: (515) 661-6353, Direct: (515) 661-6353

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Geographic Focus

iaunited statesnortheastsouthwest

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Check Size

$8.2026M–$8.2026M

Location

West Des Moines, IA

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