Generational Wealth Planning Checklist

Download the Generational Wealth Checklist

A practical resource for individuals and families thinking more intentionally about wealth transfer, legacy, and long-term coordination.

Inside, you’ll walk through key areas of financial planning, including:

Estate planning and how assets are structured
Gifting strategies and wealth transfer approaches
How trusts may be used to help preserve assets
Tax considerations that can impact long-term outcomes
Financial preparedness of beneficiaries
How everything connects across your overall plan

It’s a simple way to organize your thoughts, identify gaps, and start asking the right questions before making important decisions.

Why This Matters

A shift in wealth often comes at a time when there’s already a lot to process.

There’s no single right answer when it comes to managing inherited assets or planning for future wealth transfer. What matters most is taking the time to understand your options and align your strategy with your goals.

At Broadway Wealth Management, we work with individuals and families in Walnut Creek and the Bay Area to help bring structure to complex financial decisions.

Through financial planning, wealth management, estate planning, and risk management, we help connect the moving pieces so you can move forward with more clarity and confidence.

How Broadway Wealth Management Helps

At Broadway Wealth Management, financial planning is about more than managing investments. We help you connect the different parts of your financial life:

Financial Planning
Wealth Management
Estate Planning
Life Insurance

Our team works with individuals and families across Walnut Creek and the Bay Area to help simplify complex decisions, especially during periods of transition.

Whether you’re evaluating inherited assets or planning long-term wealth transfer, we focus on building a strategy that reflects your priorities and evolves with your life.

Speak to a Financial Advisor

Schedule a consultation to review your goals and see if working with a financial advisor at Broadway Wealth Management makes sense for you.

Schedule a Consultation

Justin Hurd, MSFS, CFP®, ChFC®

Senior Vice President, Financial Advisor

(510) 903-7691

Justin.J.Hurd@lplfinancial.com

Justin Hurd is a wealth management professional with over 40 years of experience in the financial industry. Justin's extensive experience in financial planning has shown him the importance of tailoring financial plans to fit...

George Alessandria, MA

Vice President, Financial Advisor

(510) 903-7695

George.Alessandria@lplfinancial.com

George Alessandria is an experienced financial advisor who specializes in helping his clients with everything from investing to retirement planning. He has been a member of Broadway Wealth Management team for the last five years,...

David Earl Spencer, MS, ChFC®

Vice President, Financial Advisor

(510) 903-7693

David.Spencer@lplfinancial.com

David Earl Spencer is a skilled and compassionate financial advisor. He has over two decades of extensive experience in product development and marketing in the banking industry, including that for credit unions and insurance companies...

Brandy Ebron, ChFC®

Financial Advisor

(510) 903-7694

Brandy.Ebron@lplfinancial.com

Brandy Ebron has been working in the financial services industry since 2000. She began her career in the industry as a client associate and has worked as a financial advisor since 2019. From the beginning of her journey over...

Sylvia Jorgensen

Vice President, Financial Advisor

(510) 903-7692

Sylvia.Jorgensen@lplfinancial.com

Sylvia Jorgensen has worked as a financial advisor with the Broadway Wealth Management team for the last five years. She has years of experience in the industry providing help to her clients as they strive to reach their financial...

Katelyn Wobrock

Client Service Associate

510-903-7697

katelyn.wobrock@lplfinancial.com

Katelyn Wobrock has worked in the Financial Services Industry since 2018 and has held a variety of positions, from Operations Assistant to Admin Solutions Consultant to Client Services Associate. During this time, she has most enjoyed...

Jenny Watt

Client Service Associate

510.903.7696

Jenny.Watt@lplfinancial.com

Jenny Watt has dedicated her career in the financial services industry focusing on investment management and banking. Prior to joining the team as a Client Service Associate, she supported employee and client communications, marketing,...

Clarence – The Broadway Mascot

Rollover Specialist

Clarence is the official mascot of Broadway Wealth Management. Affectionately known as Justin’s “Road Dog”, Clarence travels with Justin just about everywhere. Clarence enjoys playing catch (chasing the balls Justin throws), boating,...