A complete list of active advisors currently associated with Generational Wealth, Inc.

Warmer can help you find a great advisor at Generational Wealth, Inc. or one who fits your needs even better.

Generational Wealth, Inc. advises individual and high‑net‑worth clients, providing financial planning and discretionary portfolio management alongside retirement‑plan participant education. The firm also offers non‑advisory services including tax preparation, insurance administration, and family‑office services such as client accounting and bill‑pay. The firm constructs customized portfolios using asset‑allocation frameworks and Modern Portfolio Theory, favoring long‑term positioning with periodic rebalancing and the option to combine active and passive strategies. It operates a Gen‑Wealth Multi‑Strategy Platform on custodial platforms (e.g., Charles Schwab and Altruist) and routinely recommends and monitors third‑party Institutional Strategists (via MMC/Envestnet and the Altruist Model Marketplace) after a documented due‑diligence process. A distinctive feature disclosed in the brochure is that some investment adviser representatives are also registered representatives of an independent broker‑dealer and/or independent life and health insurance agents, and may receive transaction‑based commissions or insurance commissions in addition to advisory fees, a potential conflict of interest the firm notes and seeks to manage. The firm likewise accepts certain client money‑movement authorizations (e.g., standing letters of authorization and bill‑pay), which create deemed custody under the Custody Rule and subject the firm to an annual surprise custody examination.

To learn more about the advisors currently working at Generational Wealth, Inc., 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.