Awards

Award-winning Wealth Management

Generational Wealth Advisors are an award-winning wealth management firm based in Texas that serves a nationwide client base. Our experienced team delivers independent and objective advice based on Nobel Prize-winning financial economic research. We work on the behalf of our clients and make decisions based on their needs, not on incentives to favor a particular strategy, asset class, fund manager or service provider. We focus on what has been proven, over time, to produce results. We forge relationships with elite partners that provide institutional-quality products and cost structures to support our strategies. In most cases, these products are not available though traditional retail brokers, banks or insurance companies. We are dedicated to remaining true to our values and driven by expertise that produces results for our clients.

2022

Top Wealth Managers - Generational Wealth Managers Best Financial Planner - Sarah Crowe Best Financial Planner - Stephen Hart

2021

Five Star Wealth Managers - Bob Lamse Five Star Wealth Managers - Brent Everett

Five Star Wealth Managers - Stephen Hart

Five Star Wealth Managers - Sarah Crowe

Five Star Wealth Managers - Bert Butkus

Top Wealth Managers - Generational Wealth Advisors

2020

Five Star Wealth Managers - Bob Lamse Five Star Wealth Managers - Brent Everett Five Star Wealth Managers - Stephen Hart

Top Wealth Managers – Generational Wealth Advisors Best Financial Planner – Sarah Crowe Best Financial Planner – Stephen Hart

2019

Five Star Wealth Managers - Bob Lamse Five Star Wealth Managers - Brent Everett

Top Wealth Managers - Generational Wealth Advisors

2018

Five Star Wealth Managers - Bob Lamse

Five Star Wealth Managers - Brent Everett

Top Wealth Managers - Generational Wealth Advisors

Best Financial Planners - Sarah Crowe

2017

Five Star Wealth Managers - Bob Lamse

Five Star Wealth Managers - Brent Everett

Top Wealth Managers - Generational Wealth Advisors

2016

Five Star Wealth Managers - Bob Lamse

Top Wealth Managers - Generational Wealth Advisors

2015

Five Star Wealth Managers - Bob Lamse

Five Star Wealth Managers - Brent Everett

Top Wealth Managers - Generational Wealth Advisors

2014

Five Star Wealth Managers - Bob Lamse

Five Star Wealth Managers - Brent Everett

Top Wealth Managers - Generational Wealth Advisors

2013

Five Star Wealth Managers - Brent Everett

Top Wealth Managers - Generational Wealth Advisors

2012

Five Star Wealth Managers - Brent Everett

Top Wealth Managers - Generational Wealth Advisors

2011

Five Star Wealth Managers - Brent Everett

2010

Five Star Wealth Managers - Brent Everett

Best Wealth Managers in Dallas - Bob Lamse

Best Wealth Managers in Dallas - Brent Everett

Terms & Conditions

Generational Wealth Advisors Privacy Policy

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We receive and store any information you enter on our Web site or give us in any other way. We do not sell or rent your personal information to others without your consent. We use the information we collect only for the purposes sending promotional information, enhancing the operation of our site, serving advertisements, for statistical purposes and to administer our systems. We DO NOT use third parties to provide customer service, to serve site content, to serve the advertisements you see on our site, to conduct surveys, to help administer promotional emails, or to administer drawings or contests, but reserve the right to do so in the future without advance notice.

Sharing with our Affiliates

Generational Wealth Advisors’ affiliates are all part of one corporate family, they work with one another and may work together to provide services to you. The sharing of your information among affiliates enables Generational Wealth Advisors to serve you more efficiently and makes it more convenient for you to do business with Generational Group. Generational Wealth Advisors is permitted by law to share information with its affiliates. All of our affiliates follow similar privacy policies.

Information from Other Sources

For reasons such as improving personalization of our service, we might receive information about you from other sources and add it to our account information.

Affiliate Offices

Generational Group may license the use of its intellectual property including but not limited to its name, likeness, and logo for the use of affiliated offices. Such affiliated offices may not be owned, controlled, managed, supervised or staffed by employees, officers, or agents of Generational Group. Affiliated offices may be independently owned and operated. For more information about a particular office, please contact Generational Group at its office in Dallas, Texas.

Disclaimer

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INFORMATION ON THIS WEB SITE IS PROVIDED "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OF IMPLIED WARRANTIES, SO THE ABOVE EXCLUSION MAY NOT APPLY TO YOU.

Information on this web site may contain technical inaccuracies or typographical errors. Information may be changed or updated without notice. Generational Group may also make improvements and/or changes in the products and/or the programs described in this information at any time without notice.

Generational Group does not want to receive confidential or proprietary information from you through our web site. Please note that any information or material sent to Generational Group will be deemed NOT to be confidential. By sending Generational Group any information or material, you grant Generational Group an unrestricted, irrevocable license to use, reproduce, display, perform, modify, transmit and distribute those materials or information, and you also agree that Generational Group is free to use any ideas, concepts, know-how or techniques that you send us for any purpose.

Our computer system protects personal information using advanced firewall technology.

Information Generational Group publishes on the World Wide Web may contain references or cross references to other products, programs and services that are not announced or available in your country. Such references do not imply that Generational Group intends to announce such products, programs or services in your country. Consult a Generational Group representative for information regarding the products, programs and services which may be available to you.

Generational Group makes no representations whatsoever about any other web site which you may access through this one. When you access a non-Generational Group web site, please understand that it is independent from Generational Group, and that Generational Group has no control over the content on that web site. In addition, a link to a non-Generational Group web site does not mean that Generational Group endorses or accepts any responsibility for the content, or the use, of such web site. It is up to you to take precautions to ensure that whatever you select for your use is free of such items as viruses, worms, Trojan horses and other items of a destructive nature.

IN NO EVENT WILL Generational Group BE LIABLE TO ANY PARTY OR ANY DIRECT, INDIRECT, SPECIAL OR OTHER CONSEQUENTIAL DAMAGES FOR ANY USE OF THIS WEBSITE, OR ON ANY OTHER HYPERLINKED WEBSITE, INCLUDING, WITHOUT LIMITATION, ANY LOST PROFITS, BUSINESS INTERRUPTION, LOSS OF PROGRAMS OR OTHER DATA ON YOUR INFORMATION HANDLING SYSTEM OR OTHERWISE, EVEN IF WE ARE EXPRESSLY ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

Furthermore, all information contained within this website is the property of Generational Group.