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Generations Tax and Wealth Management
By Annette Langenstein, Staff Writer
Published in the March 10, 2016 edition
A year ago this month, Generations Tax and Wealth Management opened a new office in North Bend, located at 2040 Public Square Court (Suite C).  Their location at 531 Spruce Street in Myrtle Point was expanding, and they felt that the bay area would be a good place to open a new branch.        

I spoke with Nicki Miles, Investment Advisor Representative*, and also a partner/owner in the business owned by her parents, Richard and Barbara Chiesa.

Brittany Cooper (left), and Nicki Chiesa Miles (right) of Generations Tax and Wealth Management aim to help you with your finances.

“This company actually started after my dad moved here from Michigan and took a teaching position at Myrtle Point High School,” said Nicki.  “Then in 1976 he purchased a small 

bookkeeping and tax preparation company, and in 1989 he decided to add financial planning to that existing business.  From there it’s grown to a company that has five other employees besides my parents and myself.”  

I asked Nicki who their clientele is mostly made up of. “I would say mostly people from around this county who have small businesses… family businesses,” she replied. “The group includes loggers, farmers, contractors, truckers, cutters, factory workers, commercial fishermen/women, doctors, lawyers, teachers, members of the clergy, restaurant owners, insurance sales people, clerks, small business owners… and everything in between!”

Generations Tax and Wealth Management also offers retirement planning for individuals and small business owners. “That’s our specialty, really,” said Nicki.  “Retirement & Legacy planning, college planning, etc.  And I think that what sets us apart is that we are tax professionals as well as financial planners.  We take a holistic approach and help people understand the tax consequences of their financial decisions.”               

“The best part of my job is serving people… helping them really grow and manage their wealth,” she added.  “And the most difficult part is assessing what each person’s individual needs are.  Everyone has a different idea of what’s important.  It’s always rewarding to help them identify what those things are, and to help them work towards their financial goals.”

I asked Nicki how advertising with the South Coast Shopper has been going.  “Well, we started advertising with you when we opened our North Bend branch,” she replied.  “I know that we’ve attracted clients because of our ad, and our sales rep, Dick Besser has been really great to work with, very accommodating and never pushy.  I pick up the Shopper and I like what I see.”

So now that Generations Tax and Wealth Management has two branches open, what are their future plans? “The future is to continue to reach out to our clients and to be more accessible to them.  It’s also to be able to provide our great service to a new population of people,” Nicki replied.

If you’re in need of a tax preparer or financial consultant, give Generations Tax and Wealth Management a call at their North Bend office at 541-808-9290, or their Myrtle Point office at 541-572-4080.  Both branches are open Monday-Thursday 8:30am-5pm, 8:30am-12:30pm Friday and they are closed for lunch between 12:30-1:30pm.

“We offer a very individualized and complete financial service,” Nicki finished. “We are different than most other tax preparers and/or financial service firms because we provide both services.  We are very well prepared to handle the entire financial picture.”

*Securities offered through HD Vest Investment ServicesSM, Member SIPC, Advisory services offered through HD Vest Advisory ServicesSM, 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000. Generations Tax & Wealth Management, LLC is not a registered broker/dealer or registered investment advisory firm.

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