Generational Wealth Advisors
Our Story
Our team’s extensive experience in a variety of wealth management areas enables us to custom-design a plan to accomplish your goals.
The Generational Wealth Advisors Difference
We work alongside business owners and their families to help them maximize their wealth for the long term. Our firm was built using a fiduciary standard, and we are legally required to put our clients’ needs first. Collectively, our team has more than a century’s worth of industry experience, and many of us have been business owners and understand our clients’ unique needs.
Meet the Team
Core Principles
We remain true to our core principles of a consultative approach, goals-based solutions, and the development of personal relationships that allow us to educate clients and “filter out the noise.” By doing so, we help clients feel confident in their ability to navigate financial challenges.
Our client-focused model based on fiduciary duty requires that we put your best interest first at all times.
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 the right plan that creates a higher probability of success.
Our expertise is serving business owners, particularly those planning an exit. Our key advisors hold the Certified Exit Planning Advisor designation.
chief investment officer
Brent Everett
“I decided to create a firm that strived to always put the client’s best interest first –with a fair and transparent fee structure, an evidence-based investment philosophy
and a desire to educate.
We now offer wealth management services that range from financial planning to risk management. We apply our fiduciary duty to each piece of the process ensuring that our client’s financial futures have been designed with their needs and goals in mind.”
Award-Winning Wealth Management
Since 2010, our firm and its members have received recognition by various regional and national media. These awards are determined by third parties and, in some cases, by our peers. Additionally, we contribute as subject-matter experts and our firm’s members’ article and quotes have appeared in publications such as Financial Planning magazine, USA Today, NASDAQ, and local news media.
