5 /5 Richard Spell: My relationship with Generation Wealth began long before it was Generation Wealth. Almost 50 years ago Glen Granger (Dustin and Danielles) father was my parents financial advisor. In the early 2000s I transferred my investments to Glen. Shortly thereafter, Dustin joined his father. Later Glen retired and Danielle joined Dustin and formed what is now Generation Wealth.
They have always provided sound financial advice based upon frequent communication with me and my wife to determine our goals and investment comfort level.
In addition to investment advice, they provided advice on additional insurance, home financing, auto financing, and setting up educational accounts for grandchildren and other relatives.
They have always provided advice in our best interest and together we developed a portfolio that has allowed us to retire in comfort.