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MJM & Associates

Generational Vault

Never again worry about forgetting where you put your trusts, wills, powers of attorney, insurance policy, investments, and other critical documents because they can now all be kept in one place that is easily accessible!

Our Generational Vault is a virtual “safety deposit box” for you to upload important documents and view financial information.

Generational Vault is comprised of these dynamic components:


  • A secure portal to pass and store confidential financial documents.
  • Snapshots of financial assets and expenses for you to view your full financial position, and to receive monthly newsletters, market commentaries and meeting alerts.



Generational Vault is available 24/7 making your essential documents readily accessible at the click of a button.

Contact us today to learn more how Generational Vault can help ensure that you are left with clarity instead of chaos.

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