Two Bird Wealth Strategies
  • Contact

Beneficiaries

Trillions of dollars will soon transfer from the Silent Generation and baby boomers to their adult children in what financial experts are calling “The Great Wealth Transfer.”

Are you one of the people expecting an inheritance in this historic transfer of wealth? Have you thought about the implications of receiving a tidy sum as a beneficiary?

Get ready and informed for your role as a beneficiary.

Download your guide now

* Required Field

The opinions contained in this complimentary download is provided entirely on behalf of CWM, LLC and is in no way related to Cetera Wealth Services LLC, or its registered representatives. This information is from sources believed to be reliable, but Cetera Wealth Services LLC cannot guarantee or represent that it is accurate or complete. Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Carson Partners advisors operate their firms under the name of Carson Wealth or another Doing Business As name of CWM, LLC. Securities offered through Cetera Wealth Services LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), Member FINRA/SIPC. Investment advisory services offered through CWM, LLC Cetera Wealth Services LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC. Please note not all advisors affiliated or using the name of Carson Wealth offer securities through Cetera Wealth Services LLC, or offers investment advisory services through CWM, LLC. Please visit this firm's page on this website for information related to where the firm offers securities business through, if any, or which firm they offer advisory services through.

Securities offered through Cetera Wealth Services LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Two Bird Wealth Strategies's headquarters is located at 5263 Plymouth Rd. Ann Arbor, MI 48105