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Custom Wealth Management

Custom Wealth Management

We create strategies that are tailored to your needs and goals.

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Lifelong Financial Guidance

Lifelong Financial Guidance

Years of experience have prepared us to guide you through your life transitions.

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A Value-Based Investment Firm

A Value-Based Investment Firm

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Wealth Management, Tailored To You

Welcome to 4 Generations Wealth Management

4 Generations Wealth Management is an Investment Strategies team formed by Michael J. Blomberg, founded and grown with the underlying principle that this is a relationship business, and these are families that we are entrusted to serve, across their families, as their family tree grows. Mike B. has been a Financial Advisor since 1986 and Mike F. has been in the financial industry since 2012 and served as a financial markets and investments expert.

Our business is built on a foundation of thoughtful client relationships. 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 needs, long-term goals and work toward meeting your financial aspirations. Let us focus on helping you pursue those targets through the noise of the media and volatility of the markets, so you can focus on living life with your loved ones!

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Our Three-Step Process

Evaluate

Evaluate

In-depth analysis to uncover your needs, wants, wishes and how you envision life for you and your loved ones.

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Strategize

Strategize

After evaluating, we reverse-engineer into customized strategies that put you on the best path towards your goals.

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Manage

Manage

Our comprehensive financial management means we're ready to adapt to your every need through any change life may bring.

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Meet Our Team

Mike Blomberg, CMFC

LPL Financial Advisor

816-229-7290

mike@4genwealth.com

Mike has over 35 years experience in the financial services industry and has earned the Certified Mutual Funds Counselor designation. He works with clients to identify personalized financial strategies including tax-sensitive planning, retirement accumulation, distribution and estate planning to strive to ensure wealth is passed efficiently and cost effectively to the designated people or organizations in the manner and time desired.

In his spare time, Mike enjoys photography, working on his classic cars, and traveling. Mike is an avid Chiefs and Royals fan.

Mike Fiammetta

LPL Financial Advisor

816-229-7290

mikef@4genwealth.com

Mike has over 12 years of experience in the financial services industry and early in life he served in the US Army as a Surgical Technician. Mike works closely with his clients and their families to identify their life goals and who they share those with, planning out their needs, wants, wishes across their family generations. Once the life plan is laid out, he will seek to help solve for that by reverse-engineering into the financial strategies that appropriately fit their goals, including Tax-sensitive planning, retirement accumulation, distribution & estate planning, educational funding, gifting and philanthropy, all to plan so that wealth is utilized and passed efficiently and effectively to the designated people and/or organizations in the manner and time desired.

In his spare time, Mike enjoys spending time with family, attending various sporting events (soccer, softball, basketball) of his daughters in the KC area, volunteering for the charities he is part of, mainly Fore The Kids KC which helps children with mental health issues, depression, anxiety, suicidal risks and beyond. Mike loves to snowboard or go boating on the lake, likes to travel to new places and experience different cultures and food, and getting some exercise whether at the gym or on the pickleball courts.

Lindsay Daughhetee

Client Experience & Operations Manager

816-229-7290

lindsay@4genwealth.com

Lindsay has been a part of the team since 2015. She oversees marketing strategies and technologies that focus on customer engagement, satisfaction, and experience, as well as account paperwork and processing. Lindsay enjoys spending time with her son Cole, listening to live music, and traveling anywhere warm.

Dylan Blomberg

Insurance Specialist

816-229-7290

dylan@4genwealth.com

Dylan is our Insurance Specialist, and has worked for the company since July of 2022. Outside of work, Dylan enjoys golfing, hunting, fishing, and watching the Chiefs and Royals.

What Our Clients Have To Say

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