Award-winning Wealth Management

Generational Wealth Advisors is 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.

Our approach

Values define our practice

Our client-focused business model requires that your best interest are at the core of each of our decisions. Our clients include not only business owners and professionals but also our employees, who have substantial portions of their wealth invested in the same portfolio strategies that we offer our clients.

We focus on your goals

Our wealth management solution for each client considers return objective, risk tolerance, liquidity requirements and income needs. Understanding each of these components of a client’s financial picture allows us to design a plan that creates a higher probability that you will achieve your specific financial goals.

We are client‑centric

We work with business professionals, business owners and high-net worth individuals who are looking to work with a firm who believes in evidence-based investing and a fiduciary duty. The majority of our business comes from referrals, which is the highest compliment we can receive.