Our Multidisciplinary Approach And Offerings

Wealth Management

Wealth Management requires careful consideration of all areas of our client’s financial situation. Through a consultative approach, we discover and evaluate your needs and, together, we develop, implement and monitor a course designed to achieve your specific goals.

We provide an integrated suite of services to effectively manage the breadth and depth of your wealth management needs. We have CERTIFIED FINANCIAL PLANNERS™, a CPA and an insurance arm under one roof. Our fiduciary duty applies to all of these areas, meaning we put your interest above ours when vetting solutions such as insurance.

We collaborate with an extensive network of partners for certain needs such as estate planning and tax services.

Our comprehensive services include:

Comprehensive Financial Planning
Portfolio Management
Securities-based Lending
Retirement Income
Risk Management
Estate Planning
Trust Services

Financial Planning

Though comprehensive financial planning focuses on gathering and analyzing information, the greatest result is often less tangible — the peace of mind from knowing you’re on the right path.

An element of every financial plan we create for our clients is retirement income planning. We integrate this into your comprehensive financial plan or provide this as an individual service.

Below is what you can expect as we explore your specific circumstances:

Establish and define the scope of our engagement.
Gather and understand information about your position and aspirations.
Process and analyze data, creating your financial plan.
Recommend paths to financial success and security.
Implement recommendations, assisting with execution and providing guidance.
Monitor progress toward successfully meeting your goals and objectives.

Portfolio Management

We structure your portfolio to meet the goals established in the planning process by taking a prudent amount of risk and delivering efficient return.

We offer exclusive products

We have access to institutional products and cost structures that are not available through retail investment channels or to most individuals.¹

1. Funds from Dimensional Fund Advisors (DFA) have a $2M minimum investment that is waived for clients of Generational Wealth Advisors (GWA). Some funds from Applied Quantitative Research (AQR) are closed to new investors, not including clients of Generational Wealth Advisors. Some fund share classes from AQR and Goldman Sachs carry lower expense ratios and are only available through select financial advisors, including Generational Wealth Advisors.

Risk tailored to your tolerance

Globally diversified and currency hedged high credit quality/short duration fixed income is used to tailor portfolio risk based on a client’s measured risk tolerance.

We look at the big picture

We explore alternative asset class and total return strategies that are not correlated with stocks or bonds.

Risk parity maintains balance

We consider a risk parity approach that seeks to maintain a consistent total level of portfolio risk, used in combination with strategic asset allocation or as a stand-alone solution for clients that prefer tactical asset allocation.

Multifactor strategic asset allocation

We create models designed to effectively capture market returns and value, size, momentum and profitability premiums.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Since 2010, our firm and its members have received recognition by various regional and national media. These awards are determined by a third party and in some cases by our peers in the finance industry. Additionally, we contribute as expert sources and writers in various areas of finance such as investment management and financial planning. Our firm’s members’ articles and quotes have appeared in publications such as Financial Planning magazine, USA Today, NASDAQ and in local news media.

View our awards

Terms & Conditions

Generational Wealth Advisors Privacy Policy

The information we learn from customers helps us personalize and continually improve your experience. Here are the types of information we gather.

Information You Give Us

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

This page may contain other proprietary notices and copyright information, the terms of which must be observed and followed.

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.

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