Hi I'm Casey Negrete, Founder of Generational Wealth Strategies, a Financial/Tax Advisory Firm based in Southern California dedicated to servicing business owners and proactive professionals build Generational Wealth through legal and proven "tax loopholes" and investment strategies throughout the country.
With over 15 years of experience partnering with Professionals and small business owners to create measurable generational wealth, asset protection, retirement savings, Internal audit process improvements, real estate investment strategies, passive income and more. From entity setup to advanced retirement strategies and tax solutions, I would like to be your financial partner in this incredible and at times, complex journey!
Licensing & Credentials
Services Offered
Tax Specialties
