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 business model requires that your best interest is at the core of every decision we make on your behalf. Our clients include not only business owners, but our employees as well who have a substantial portion of their wealth invested in the same portfolio strategies we recommend to our clients.
Our wealth management solutions for every 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 that you achieve your financial goals.
We work with business professionals, business owners and high-net-worth individuals who are looking to work with a firm that believes in evidence-based investing and a fiduciary duty. The majority of our business comes from referrals, which is the highest compliment we can receive.
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 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.
