A complete list of active advisors currently associated with Generations Wealth Design

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

The firm provides wealth management and financial planning to individuals (including high‑net‑worth clients), families, trusts, estates, charitable organizations and businesses, offering discretionary portfolio management, retirement‑account advice, and access to third‑party model portfolios through a model marketplace. It serves about 147 clients and manages approximately $52.3 million in assets. Portfolios are built to client objectives and typically emphasize long‑term strategies while allowing shorter‑term trades for rebalancing, tax harvesting, or cash needs; investments include diversified mutual funds, ETFs, individual stocks, bonds and, at times, options. The adviser uses fundamental and technical analysis, conducts periodic reviews, and generally manages accounts on a discretionary basis while typically applying a $500,000 account minimum (exceptions considered). Notably, the firm’s advisory personnel maintain a broker‑dealer registration and are licensed insurance professionals, so certain recommendations may be implemented outside the advisory program on a commission basis or as insurance sales—a set of affiliations that is uncommon among similar supported firms and that the brochure discloses as a potential conflict of interest. The firm also participates in a model marketplace and maintains relationships with custodians that provide institutional services and technology or research benefits to the adviser.

To learn more about the advisors currently working at Generations Wealth Design, 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.