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.”

D Magazine
Texas Monthly