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Marie P
Series 65
Coeur D'Alene, ID
Generational Legacies Wealth Management
Marie Palmer Kamprath is a financial advisor at Generational Legacies Wealth Management in Coeur D'Alene, ID. She holds a Series 65 credential and has 18 years of experience working with Hearth Stone Real Estate. Generational Legacies Wealth Management provides financial planning and discretionary portfolio management for individuals, foundations, charities, and businesses. The firm employs a diverse investment approach that includes fundamental, macroeconomic, quantitative, and cyclical analysis, offering tailored portfolios with active management and a focus on liquidity and drawdown constraints.
John P
CFP®, Series 66
Coeur D'Alene, ID
Generational Legacies Wealth Management
John Palmer Kamprath is a CFP® and holds a Series 66 license, with 17 years of industry experience. He is the principal advisor at Generational Legacies Wealth Management, having previously worked at UBS Financial Services, Inc. and Grupp Financial LLC. Outside of his advisory role, he works as an independent educational consultant for private Catholic schools. Generational Legacies Wealth Management provides financial planning and portfolio management to individuals, foundations, charitable organizations, corporations, and pension plan sponsors. The firm utilizes a macroeconomic investment framework and offers a range of services including comprehensive planning, small-business advice, educational workshops, and access to institutional-level sub-advisers, serving both retail and institutional clients with a bespoke approach.
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