wealth management & tax aware financial planning
wealth management among and across
generations
wealth management & tax aware financial planning
wealth management among and across
generations
Areas of Focus
Building
Preserving
Preserving
Preserving
Preserving
Preserving
Protecting
Preserving
Protecting
Philosophy
Stewardship
Managing family wealth is an earnest endeavor
Team Effort
Making sure efforts are coordinated among your professionals. Working with your other trusted advisors to make sure the plan works for you and your goals and desired outcomes.
Ongoing Planning
Planning is not "set it and forget it" as we sometimes want it to be. Needs change. Family circumstances change. Programs and strategies must be monitored to ensure that ongoing and changing needs are met both now and in the tomorrows to come.
About Troy
Troy Wirth is the Founder of InGen Strategies, LLC and is an Investment Adviser Representative of the firm. Troy takes great pride in learning about his clients and what their highest concerns are regarding wealth, retirement planning and inter-generational wealth planning. It can take a lifetime to build significant wealth, and, if not handled properly, that wealth can be squandered in less than a generation. Troy focuses on the financial education of his clients as well as on financial stewardship in guiding clients to their desired goals and outcomes. The process is dynamic and ongoing.
When not working with clients at InGen, Troy can be found in the Troy Wirth Gallery, a gallery showcasing both Troy's wave art photography as well as works from artists, both local and around the world. Troy is also an avid cyclist, and volleyball player and enjoys cooking, outdoors, bodysurfing, and reading. He is married to his wife, Tina, and together they have two boys.
Additional Information
Additional Information
InGen Strategies, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where InGen Strategies, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by InGen Strategies, LLC unless a client service agreement is in place.
InGen Strategies, LLC may provide links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. InGen Strategies, LLC is not responsible for errors or omissions in the material on third party websites and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.
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Children
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Links
This site may contain links to other sites. When you navigate to any of the websites or posts provided, you are leaving this site. Please be aware that we are not responsible for the privacy practices or content of such other sites. We encourage our users to be aware that when they leave our site they should read the privacy statements of external websites that collect personally identifiable information. Our Privacy Policy applies solely to information collected by this website. We make no representation as to the completeness or accuracy of information provided by external sites, nor are we liable for any direct or indirect technical or system issues or any consequences arising out of your access to or use of third-party technologies, sites, information and/or programs made available through this site. Information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. It is given for informational purposes only and is not a solicitation to buy or sell any products or services offered. The information is not intended to be used as the primary basis for investment decisions, nor should it be considered as advice of professionals, as appropriate, regarding the evaluation of any specific information, opinion, advice or other content.
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This site does not make any warranties or representations, express or implied, about the information provided on or accessed through our site. In particular it does not warrant or represent that the information is accurate, up-to-date, comprehensive, verified or complete. Our site does not accept liability for any error, omission or delay in the information or for any reliance placed by any person on the information. Our site shall not be liable for any claims or losses of any nature, arising indirectly or directly from use of the information on or accessed through the Site. You acknowledge that the information is not provided as the basis of any professional advice or for transactional use. InGen Strategies, LLC shall not be responsible or liable for any investment decisions or trading or any other actions taken by you or by third parties based on information contained in this site without an advisory agreement in place.
Contact Us
If you have any questions about this privacy statement, or the practices of this site, please contact us at troy@ingenstrategies.com
