Certified Financial Planning | New Orleans & Lake Charles

Check the background of your financial professional on FINRA's BrokerCheck →

Get financial advice. Make a plan. Build wealth.

It's straightforward, with Generation Wealth.

Get financial advice. Make a plan. Build wealth.

It’s easy, with
Generation Wealth.

Get your financial life together

Build on your existing wealth

Find that elusive work/life balance

With Generation Wealth services, you get more than a comprehensive financial plan—you get resources and support that evolve as much as you do.

Our clients have complete access to the Generation Wealth team, including Dustin R. Granger & Danielle Granger Nava, CERTIFIED FINANCIAL PLANNER™ professionals, as well as:

Financial + Life Plan meetings (in person or online)
24/7 access to our online planning software
Regular check-up phone calls
Three service options based on your unique needs

We've been featured on:

apartmenttherapy-ar21

How Will You Preserve Your Legacy and Care for Your Family in the Future?

Featured Blog

Debt ·

The Problem with the “Baby Steps”

Financial Planning ·

Why It’s Important to Know Your Numbers

Investing ·

How the Laws of Human Nature Relate to Investing

Who We Are

Resources

Contact

While we work with clients nationwide, you can find us at:

Office: (337) 602-6740
Fax: (337) 602-6786

P.O. Box 188
Lake Charles, LA 70602

Supervised from:
858 Camp Street
New Orleans, LA 70130

hi@thegenerationwealth.com

Check the background of your financial professional on FINRA’s BrokerCheck.

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. NewEdge Advisors, LLC and dba Generation Wealth are separate entities from LPL Financial.

NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.

The content of this website is developed from resources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding our individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AR, CA, CO, DE, DC, FL, GA, ID, IN, LA, MI, MS, MO, OK, TX, VA.