Skip to primary navigation
Skip to main content
Skip to primary sidebar

Call 610-437-5650
Client Portal

Magellan Financial, Inc.

Asset & Wealth Management in Allentown, Pa

Home
About Us
Services
Who We Serve
Insights
Get Started
- Get Started Today
- Contact Us

great wealth transfer

Legacy Builders: The Heart of the Great Wealth Transfer

June 23, 2026 by Cassandra Queen, Senior Wealth Planner

legacy builders

Filed Under: Your Legacy Tagged With: estate planning strategies, family legacy planning, family wealth communication, future stewards, generational wealth, great wealth transfer, holistic wealth planning, legacy builders, wealth stewardship, wealth transfer planning

Primary Sidebar

Search this website

Blog Subscription

Recent Posts

Legacy Builders: The Heart of the Great Wealth Transfer
The Gen X “Sandwich” Survival Guide: Balancing Retirement, Aging Parents and Adult Children
Stock Market Commentary– June 2026
Stock Market Commentary– May 2026

Categories

Categories

Archives

Archives

Magellan Financial
1605 N Cedar Crest Blvd #111
Allentown, PA 18104 USA

610-437-5650

1-888-437-5650
jon.soden@wfafinet.com
Directions

610-437-5654

ABOUT US

About Us
Our Story
Our Team
Community Involvement
Contact Us

SERVICES

Wealth Planning
Investment Planning
College Saving Plans
Retirement Planning

Who We Serve

Family & Individuals
Retirees
Family Office Services
Executives
Business Owners

Insights

Articles
Market Reports
Planning Tools
Get Started Today

This information is intended for use only by residents of AZ, CA, CO, CT, DC, DE, FL, IL, IN, MA, MD, NC, NJ, NM, NY, OH, PA, SC, UT, VA, VT, WA, or WI. Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states. Insurance-related services may not be provided to individuals residing in any states other than AZ, CO, FL, MA, MD, MO, NJ, NY, NC, OH, PA, SC, TX, VT, VA.

For parties residing outside of the U.S., this information is:
(i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. WFAFN uses the trade name Wells Fargo Advisors. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media:
Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

FINRA’s BrokerCheck: Obtain more information about our firm and its financial professionals.

Site Map | Privacy Policy | Notice of Data Collection | Do Not Sell or Share My Personal Information | Legal | Security

Copyright © 2026 · Magellan Financial, Inc · All Rights Reserved · Designed & Hosted by DaBrian Marketing Group

Translate »

Scroll Up