Generational Wealth Advisors
Using our experience in a wide range of financial disciplines, we strive to protect and strategically manage our clients’ assets to preserve their financial legacy.
Values. Expertise. Results.
Generational Wealth Advisors is an award-winning wealth management firm. We develop personalized strategies designed to help clients grow, protect and transfer their wealth. As a Registered Investment Advisor, we are, by definition a fiduciary and we deliver advice that is independent and objective. We work with a nationwide client base of business owners, professionals, and corporate executives.
Investment Philosophy
Our investment philosophy is grounded in a disciplined, long-term approach that emphasizes thoughtful diversification and alignment with each client’s personal objectives. We focus on building strategies tailored to individual goals and risk preferences, with an emphasis on transparency, consistency, and careful oversight. This philosophy guides the management and preservation of wealth across generations through prudent portfolio construction and ongoing guidance.
Our investment philosophy is grounded in an evidence-based approach that draws on academic research and historical market data. We emphasize broad diversification, disciplined portfolio construction, and alignment with each client’s unique goals and risk preferences. By relying on research-driven strategies and consistent oversight, this philosophy supports the prudent management and preservation of wealth across generations.
Asset allocation is the primary determinant of a portfolio’s expected return. Essentially, risk and return are related. We focus on the composition of the total portfolio in relation to the client’s risk tolerance and the rate of return that is required to fund the goals identified in the client’s comprehensive financial plan. Clients are encouraged to realize the benefits of ownership offered by equities, whenever appropriate. An abundance of historical evidence supports the conclusion that equities are the financial asset of choice for investors seeking to fund long-term goals.
Global diversification across asset classes, factor premiums and individual securities, consistent with Modern Portfolio Theory, helps to control portfolio-level risk. Here, we rely on the Nobel Prize-winning work of Harry Markowitz and William Sharpe. While diversification cannot eliminate the risk of market loss, effective diversification does mitigate risk incurred from a single company, sector or country.
By emphasizing drivers such as size, value, and profitability, we construct diversified portfolios aligned with each client’s goals and risk profile. Because these factors are not perfectly correlated, combining them can improve portfolio efficiency and support a more consistent investment experience.
Tax efficiency is key to maximizing after-tax returns. We incorporate tax-management strategies that avoid short-term capital gains, manage dividend payments and harvest losses. We may also consider the optimal location of assets within accounts with different tax treatments and the use of tax-efficient strategies.
Ultimately, the success of any investment strategy is primarily dependent upon the behavior of the investor. All portfolio designs involve tradeoffs and compromises. The best portfolio strategy for any investor is likely to be the one that he or she can follow regardless of the gyrations of capital markets.
Introductory Video
The Generational Way
Our client-centric approach means your future is at the heart of everything we do. Guided by our core values, our team of professionals in every department are committed to your success. We invite you to watch this short video to learn more about our unique approach and business philosophy.
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 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 local news media.
