Led by lifelong real estate investor Nizan Mosery, the Generational Wealth Plan was created to guide individuals in building lasting, tax-advantaged wealth.
Supported by a team of experienced advisors, CPAs, and attorneys specializing in trust structures, retirement strategies, and real estate investments, our approach empowers clients to take control of their financial future and plan for lasting legacies.
To transform the way individuals approach retirement and wealth growth.
With the Generational Wealth Plan, we’re not just focused on today’s financial security — we’re focused on building something lasting for tomorrow.
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Minimize your tax burden and secure a stress-free retirement.
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Enjoy appreciation, tax write-offs, and steady cash flow.
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Protect your wealth from tax erosion and provide seamless asset transfer.
We take a comprehensive approach to wealth-building by combining real estate investment, tax-advantaged retirement instruments, and trust structures to help create diversified and stable financial strategies.
Our goal is to empower clients with transparent and ethical guidance, ensuring they understand the tools and strategies used to grow and protect their family’s financial future.
At the Generational Wealth Plan, we are committed to helping individuals build lasting legacies through strategic, tax-free wealth creation. Led by Nizan Mosery, a lifelong real estate investor with over 25 years of experience, our mission is to empower clients to secure their financial futures while reducing reliance on tax-heavy retirement options like 401(k)s and IRAs.
Years Of Real Estate Investing Experience
Total Units Owner by Nizan Mosery
Assets Under Management
