Partnering Advisor: Nick Blasberg, Generational Wealth Partners
July 30, 2024
The Community Foundation of Northeast Iowa truly values its relationship with professional advisors across its region. When working with advisors who partner with CFNEIA, generous clients can be sure their planning includes a combination of financial expertise and a deep understanding of the community that leads to a legacy that is here for good.
Nick Blasberg is co-founder and financial advisor at Generational Wealth Partners. He also serves on the CFNEIA investment committee, helping the Foundation maintain fiscal integrity and grow assets for impact. When working with philanthropic clients, Nick partners with CFNEIA to help them meet their financial goals alongside their charitable aspirations.
“Truly understanding a client’s values and belief system allows us to collaborate with them in choosing how and when to give,” said Nick. “The Community Foundation helps us identify organizations that are the best fit and how to best structure gifts so that client’s dollars are used in accordance with their wishes now and in the future.”
Professional advisors are at the forefront of charitable conversations, guiding clients through important financial decisions. CFNEIA is honored to be at the table as a partner in amplifying each client’s impact on their community.
“The Foundation goes the extra mile to make clients feel valued when they are considering gifting, and I have a lot of confidence in the investment process within the Foundation,” said Nick. “I know the Foundation will work diligently to make the most significant impact when a client makes a gift.”