Welcome to 4 Generations Wealth Management

4 Generations Wealth Management is an investment strategies team formed by Michael J. Blomberg. Mike has been a financial advisor with Waddell & Reed (acquired by LPL in 2021) since 1986. As a financial advisor he offers investments, access to insurance, and comprehensive financial planning.

Regardless of your life stage, income or goals, we can work with you to create a financial plan to help you manage your short-term goals, long-term aspirations and work toward meeting your financial targets.

Our business is built on a foundation of thoughtful client relationships. Whether you have basic needs or a more complex financial picture, we can help.