Grosse Point, MI Office

Generational Wealth Advisors provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, family offices, trusts, foundations, business entities and qualified retirement plans. The firm combines ongoing portfolio management with personalized financial planning and may refer clients to outside specialists as part of its advisory services.

GWA employs a multi‑disciplinary team approach and documents investment objectives in an Investment Policy Statement, emphasizing strategic asset allocation, diversification, multifactor equity exposure, and periodic rebalancing implemented primarily with institutional mutual funds, ETFs and, when appropriate, separately managed accounts or alternative investments. It also offers family‑office style arrangements that can be billed on a net‑worth basis and include valuation and oversight of illiquid or private assets.

The firm’s structure includes advisors holding CFP, CPA, CEPA, legal and real‑estate licenses and affiliations with a registered broker‑dealer, M&A and real‑estate brokerage entities and a related insurance agency, enabling integrated tax, legal, insurance and transactional coordination. These affiliations can produce referrals, insurance commissions or other third‑party compensation and are disclosed in the brochure as potential conflicts of interest that clients should consider.