Team photo

Generational Wealth Management is a wealth management firm with offices located in Erie and Bradford, Pennsylvania.  We are fiduciary advisors that provide customized investment advisory solutions as well as retirement planning services.  We offer world class investment services and internationally recognized insurance products from Northwestern Mutual, an industry leader. Our team of 8 credentialed professionals provide a high level of expertise and service to our professional and business clients.


Financial planning doesn't happen by chance; it is the product of sound decision-making. Whether you are looking to protect, grow or transfer wealth, my team and I can help. We understand the complex financial issues and the ways in which these issues might affect your future.

Financial planning requires a commitment of time—yours and ours. We will work to understand your current personal and financial circumstances and your goals for the future. We will work to do more than determine a planning solution. We will build a strategy that is right for you. Together, we will work to develop a financial plan that balances your short-term needs with your long-term goals.

And we will stay in touch, so as your needs evolve over time we can make the changes necessary to protect your overall financial picture for the future.

Let us help you ensure your financial future is all you want it to be.

Plan Now for Your Future

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

To help clients achieve their objectives, John Bongiovanni works to serve as a friend and an advocate. Life’s complexities leave little room for "standard" approaches, so John uses a four-step approach in working with his clients:

Wealth Optimization

Copyright 2019 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company.

John Bongiovanni's planning process is unique – he starts at a different plane than other advisors. He starts above the planning horizon and focuses on helping you clarify your Mission, Vision, Values and Goals.

Then he focuses on the issues below the horizon – Strategies, Tactics and Tools.

By staying above the horizon and gaining clarity around your goals, John can help you make wise choices about the solutions below the planning horizon.

Working in the best interests of his clients is John's business, and he takes this role very seriously.

Whether you're concerned for your own planning needs, your family or your business, John Bongiovanni can help you find the right answers.


The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

John M. Bongiovanni, CFP®, CLU®, ChFC®, RICP®
Wealth Management Advisor


Generational Wealth Management

  • Office 814-651-0852
  • Fax 814-452-3068

How a Bigger Home Affects Your Budget

Upsizing your home means you’ll have more room to entertain, store your stuff and grow your family — but you’ll also have higher expenses. Read More

Questions to Ask a Wealth Manager

If you’re in the market for wealth management services, here are five tips to help you prepare so you can find the right fit. Read more here.

What Is the Difference Between Budgeting and Financial Planning?

Understanding the key differences between the two can give you a clearer picture of how to reach your goals. Read more here.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck