Eastside Investments

You may think all investment firms are the same. However, Edward Jones has made a conscious decision to serve you, the individual investor, differently. It's more than lip service. See for yourself how this approach can help make a difference for you and your family. Our firm was built on a foundation of priciples that help guide us every day. We make every effort to build one-on-one relationships with you, our client, offering personalized attention and financial guidance. We work with retirement plans, IRA'S, Roth IRA's, Paying for Education, Stocks, Bonds, Mutual Funds, Life Insurance, Rollovers and many other investment tools that help get you to where you want to be. Remember we are always doing what is right for the client! I look forward to meeting you.

Our Mission:
Generational Wealth Partners is centered on creating value for clients and representatives through an uncompromising commitment to financial literacy. We focus on paradigms that are based on the same economic principals used by banks, brokerage firms and insurance companies, which inherently are all in the business of banking. Our concentration is on creating a mutually beneficial position which supersedes the broken, one sided risk/reward system that is most prevalent in our financial world today. Generational Wealth Partners endeavors a truly win/win solution for the consumers, distributors and institutions. We believe this philosophy represents the true meaning and nature of mutuality.


Our Purpose:
Our purpose is to empower our Clients to maximize and preserve their personal and business wealth, while at the same time, protecting their quality of life, income, and assets from the devastation caused by death, disability, and/or lawsuit.

“Stern Financial Group: 21st Century Solutions for 21st Century Problems. Yes, planning is important, but what if a good portion of that planning and or products were based on questionable assumptions, what then? Therefore, our goal is to educate and empower you to identify real solutions that work and will also be better for the changing future. To that end, we offer an on-line education video series you will be hard to find anywhere else.”