Generational Wealth Specialists

Overview

Generational Wealth Specialists operates as an independent registered investment adviser organized as a limited liability company under individual ownership. The firm positions itself as a capital allocator and planner for individual and family clients, focusing on financial planning and the selection of third‑party advisers rather than acting as a traditional, asset-gathering manager. Its fee model is centered on hourly charges and other non‑asset‑based arrangements, which suggests client engagements are often project- or advice-driven. On the investment side, the firm does not identify as an active ESG investor and does not operate as a multi‑state adviser. Its stated advisory activities emphasize financial planning and sourcing outside managers, indicating the firm’s role is to design portfolios and outsource specialized allocations to external managers where appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices