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Generational Wealth Advisors Recognized as Leading Wealth Advisory Firm

By Generational Wealth Advisors

GE Wealth Advisors Leading Firm 2019

We are pleased to announce that Generational Wealth Advisors has been recognized as a leading wealth management firm in Dallas by D Magazine for the 9th straight year.

This prestigious award is presented to leading wealth management firms in the Dallas area on an annual basis. D Magazine surveyed every wealth advisory firm in the Dallas-Fort Worth chapter of the Financial Planning Association, the Chartered Financial Analyst Institute, and the Investments and Wealth Institute. The discovery process yielded a list of final contenders.

The finalists were selected based on a number criteria, including the requirement that firms must hold themselves out as fiduciaries for their clients. A panel of esteemed local wealth managers reviewed the final list.

Brent Everett, GWA’s Founder, Chief Investment Officer and Partner, stated, “Generational Wealth Advisors is proud to be recognized for the 9th year in a row as one of D Magazine’s Top Wealth Managers.  Being listed as one of the leading wealth advisors in Dallas is a testament to our teams’ exceptional client service, integrity, diligence, and our focus on building enduring relationships with our clients.”

President & CEO of Generational Group, Ryan Binkley, added, “We are so very proud of our Generational Wealth Advisors team.  Being recognized by your peers is a real honor and speaks volumes of the significant work we are doing in preserving and growing the financial legacy for our valued clients.”

You can see the entire D Magazine list of the leading wealth management firms in Dallas by using this link.

Generational Wealth Advisors is an independent Registered Investment Advisor regulated by the United States Securities and Exchange Commission. Please see important disclosure information at www.generationalwealthadv.com/disclosure-information.

If you would like to learn more about our approach to supporting our clients with effective wealth management services and strategies, discover Our Story.

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Generational Equity educated and informed us – so that we could be on the upside of a good decision (to sell).
Bil MacLeslie, CEO, ipHouse
Generational Equity’s assistance was invaluable in compiling and marketing our business.
Bil MacLeslie, CEO, ipHouse
I wanted to write you a quick letter to express our appreciation and our delight on the outcome of helping us through the process of our recent sale. We are very happy with the end result, and are very happy to be able to move forward with all of our future growth plans.
Terry D. Wickman, President, Keytroller
We were happy to see the interest in our company and what we cherished has not just a valuable company but an important company to the communities we served in.
Larry Moore, Owner, A Company Portable Restrooms
The process was much more involved than I expected and your help, experience and advice was a big factor in making the negotiations go as smoothly as possible.
Terry D. Wickman, President, Keytroller
Thanks again Phil and feel free to have a future client call me if they would like a referral. You are a true professional!
Andy Graham, Vice President, Modern Heating & Plumbing
Michael worked tirelessly, He followed every lead meticulously and urgently to make sure nothing was missed.
Robert Evans, President and CEO of Mealtracker Dietary Software
We are very happy with the end result, and are very happy to be able to move forward with all of our future growth plans.
Rick Nowak, President/CEO, Kurz Electric Solutions, Inc.
I must say that I have never worked with a more driven, competent and focused individual as Don Ho.
Jay Dinnison, Owner of Sharpe Mixers
We will highly recommend Generational Equity and Musa Jagne to any business owner about to embark on the same process.
Karen S. Williams, CFO, BW Manufacturing
Bruce and I wanted to take this opportunity to thank Generational Equity for assigning Musa Jagne to our transaction. In Bruce’s words, “Musa did one hell of a job for us!”
Karen S. Williams, CFO, BW Manufacturing
We thank you Eric and Generational Equity making our dream come true.
Larry Moore, Owner, A Company Portable Restrooms
The help you provided us during each step of this process made us feel very comfortable and confident we were selecting the right approach to transition our Company.
Andy Graham, Vice President, Modern Heating & Plumbing
Thank you again for all your guidance and support. Any company will achieve what they intend, if they have you on their team!
Rick Nowak, President/CEO, Kurz Electric Solutions, Inc.
Tom Staszak is one of the most professional people I have dealt with in my last forty years of business. You’ve got a great group of people and you have built a truly professional organization.
Michael J Polarek, President, Paragon Packaging
I quickly recognized that Don was working for Sharpe Mixers above all else, and held our interests above others.
Jay Dinnison, Owner of Sharpe Mixers
We knew it would be a difficult task to have someone really understand our business and our market, prior to researching a possible buyer, so it was imperative that we found someone of your caliber, with definite proven experience in this area.
Rick Nowak, President/CEO, Kurz Electric Solutions, Inc.
I would like to thank you and your firm, Generational Equity, for being our valued advisors in our journey.
Bil MacLeslie, CEO, ipHouse
Your wisdom and experience were invaluable to me during this once-in-a-lifetime transaction.
Ralph Noblin, President of Noblin & Associates
We are extremely pleased with the way Generational Equity handled the sale of our company. Your associates, Tom and Chris, did an outstanding job of getting us (me) through the process.
Michael J Polarek, President, Paragon Packaging
I couldn’t have asked for a better team than Michael and Deborah. We couldn’t have done it without them.
Robert Evans, President and CEO of Mealtracker Dietary Software
Greetings Mike. Thank you for the captivating and compelling presentation you made at the Phoenix presentation last week. Over many years in business yours was the most informative and well-presented presentation, on any subject, that I have ever attended! Your energy and enthusiasm combined with your concise and captivating support of your positions with easily understood examples and data was compelling.
Pete L.