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Press releases > Talis Advisors Rebrands as Generational Wealth Advisors

Talis Advisors Rebrands as Generational Wealth Advisors

By Generational Group

Apr 5, 2019, 12:00 et

Generational Wealth Advisors

Generational Group, a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce that its wealth management division, Talis Advisors, is rebranding as Generational Wealth Advisors. In addition to the name change, a newly redesigned website has also been released: Generational Wealth Advisors.

Generational Group acquired a majority stake in Generational Wealth Advisors in October of 2018. Generational Wealth Advisors is an award-winning wealth management firm based in Plano, Texas, having earned national recognition from CNBC as a Top 100 fee-only wealth manager, among other honors. The firm develops personalized, unbiased strategies designed to help their clients grow, protect, and transfer their wealth. As a Registered Investment Advisor, the firm’s success stems from an advisory approach that is independent, objective, and based on Nobel Prize-winning financial economic research.

Brent Everett, Founder and Chief Investment Officer of Generational Wealth Advisors, stated, “Our strong partnership with Generational, an industry-leading investment banking firm, gives us congruency in our core values and a commitment to excellence that produces results for our clients. We are excited about the rebranding and newly designed website, which is a great reflection of who we are and the services we provide.”

Bob Lamse, President of Generational Wealth Advisors, added, “We are thrilled with our continued integration with the Generational family. The past six months have reinforced how well we are aligned with Generational’s philosophy of always putting the needs of the client first and foremost in everything we do.”

President and CEO of Generational Group, Ryan Binkley, stated, “It has been a real pleasure working with Brent and Bob, and the entire team at Generational Wealth Advisors over the past several months. We are excited about the synergies and our ability to now help our clients both unlock and preserve the wealth they have created in their businesses.”

About Generational Group

Generational Equity, Generational Capital Markets (member FINRA/SIPC), Generational Wealth Advisors and DealForce are part of the Generational Group, which is headquartered in Dallas and is one of the leading M&A advisory firms in North America.

With over 250 professionals located throughout North America, the companies help business owners release the wealth of their business by providing merger, acquisition, and wealth management services. Their five-step approach features exit planning education, business valuation, value enhancement strategies, M&A transactional services, and wealth management.

The M&A Advisor named Generational the 2016, 2017, and 2018 Investment Banking Firm of the Year. For more information, visit https://www.generational.com/ or the Generational Group press room.

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Rick Nowak, President/CEO, Kurz Electric Solutions, Inc.
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Robert Evans, President and CEO of Mealtracker Dietary Software
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Karen S. Williams, CFO, BW Manufacturing
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Rick Nowak, President/CEO, Kurz Electric Solutions, Inc.
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Larry Moore, Owner, A Company Portable Restrooms
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Andy Graham, Vice President, Modern Heating & Plumbing
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Ralph Noblin, President of Noblin & Associates
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Karen S. Williams, CFO, BW Manufacturing
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Robert Evans, President and CEO of Mealtracker Dietary Software
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Michael J Polarek, President, Paragon Packaging
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Bil MacLeslie, CEO, ipHouse
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Andy Graham, Vice President, Modern Heating & Plumbing
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Jay Dinnison, Owner of Sharpe Mixers
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Terry D. Wickman, President, Keytroller