InterGen Wealth Partners, a financial planning firm based in Miamisburg, OH, is dedicated to assisting families in comprehensive financial planning. With a seasoned team of 12 individuals boasting a collective 345 years of experience, the firm manages $1.4 billion in assets and offers personalized strategies for retirement readiness, long-term care planning, and corporate plan optimization.
Specializing in empowering clients to make informed financial decisions, InterGen Wealth Partners provides educational resources, podcasts, newsletters, and monthly livestream events to help navigate the world of finance. As a subsidiary of UBS AG, the firm is supported by a global wealth manager with over $5.8 trillion in invested assets, catering to women, senior executives, and multi-generational families with tailored financial solutions.
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