A complete list of active advisors currently associated with Generational Wealth Specialists

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

Generational Wealth Specialists provides financial planning and consulting primarily for individual and high-net-worth clients and serves as a solicitor that refers clients to third‑party investment managers. The firm does not manage client portfolios directly or accept discretionary investment authority. After assessing a client’s financial situation and objectives, the firm recommends and onboards third‑party managers (TPMs), delivers TPM documentation to clients, and monitors TPM performance while acting as the liaison between client and manager. It also offers tailored financial planning and ongoing plan updates, allowing clients to impose investment restrictions and change objectives as needed. What distinguishes the firm from many independent peers is that it does not offer direct portfolio management or rely on percentage‑of‑assets fees; instead it is primarily compensated through solicitor arrangements with TPMs and through time‑based planning engagements. The firm operates at a very small scale (a single‑advisor practice with a small client base and no discretionary assets under management) and discloses an owner who holds professional financial planning credentials and maintains an outside real estate business, with conflicts mitigated by written disclosures and firm procedures.

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