A complete list of active advisors currently associated with Generation Wealth Management

Warmer can help you find a great advisor at Generation Wealth Management or one who fits your needs even better.

Generation Wealth Management (GWM) provides fee‑based financial planning and discretionary portfolio management primarily for individual clients, and also offers services to businesses and plan sponsors. The two‑advisor firm reports $3,228,000 in discretionary assets under management across about 20 client relationships and also sponsors a wrap‑fee program and hosts public seminars and workshops. The firm’s investment process combines fundamental, technical and cyclical analysis and documents client objectives in an Investment Policy Statement or Risk Tolerance form; strategies disclosed in the brochure include long‑ and short‑term investing, options trading and margin trading. GWM delivers one‑time and ongoing planning (including unlimited advisor access on ongoing plans), conducts quarterly account reviews, and provides retirement plan consulting as a 3(21) fiduciary, with ongoing monitoring and quantitative/qualitative fund‑company due diligence. What is distinctive about GWM for a firm of its size is the mix of services: it operates a wrap fee program and provides institutional‑style retirement plan consulting while managing a relatively small asset base and client roster. Both managing partners are licensed insurance agents (each spends about 10% of their time selling insurance, disclosed as a potential conflict), and the firm explicitly offers seminars and active monitoring of plan and individual accounts, which are less common among similar small advisory practices.

To learn more about the advisors currently working at Generation Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.