Generational Wealth Advisors (GWA), a member of Generational Group, is excited to announce its 11th year being recognized as a D Magazine Top Wealth Manager. The firm is currently named in D Magazine’s November 2021 issue.
D Magazine’s award is presented annually to leading wealth management firms in the Dallas area. The finalists are selected based on several criteria, including a requirement that the firms must hold themselves out as fiduciaries for their clients. A panel of esteemed local wealth managers review the final list.
“I am extremely proud of our team and their commitment to our clients. Each year, it is an honor to be included in this group. This consistent recognition is indicative of our teams’ dedication and expertise in serving business owners,” said Brent Everett, Founder and CIO of Generational Wealth Advisors.
The GWA team has special expertise in working with business owners looking to sell their companies, making sure to preserve and grow the capital from the sale to maximize the benefits from the clients’ years of hard work. GWA helps assure these business owners are ready with a strategic wealth plan to support their financial goals. The pre-exit planning includes a comprehensive financial plan as well as a review for tax efficiency and tax-reduction vehicles that enable clients to maximize their after-tax proceeds.
Ryan Binkley, President and CEO of Generational Group, stated, “The services GWA provides to our clients are a key part of our success. We help business owners and their families create lasting financial legacies, and GWA plays a critical role in protecting and growing this wealth. Congratulations to the entire GWA team for earning this honor for yet another year.”
For more information, contact Gina Aldaz at firstname.lastname@example.org.
About Generational Wealth Advisors
Generational Wealth Advisors is an award-winning wealth management firm based in Texas that serves a nationwide client base. Its team of financial professionals delivers independent and objective advice. They work on behalf of their clients and make decisions based on their needs, not on incentives to favor a particular strategy, asset class, fund manager or service provider. Their strategies focus on what has been proven, over time, to produce results.
Generational Wealth Advisors is an independent Registered Investment Advisor regulated by the United States Securities and Exchange Commission and does not provide legal or tax advice. Please see important disclosure information, including details on award methodology, 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.
About Generational Group
Generational Equity, Generational Capital Markets (member FINRA/SIPC), Generational Wealth Advisors, Generational Consulting Group and DealForce are part of the Generational Group, which is headquartered in Dallas and is one of the leading middle market investment banks in North America.
With more than 250 professionals located throughout 16 offices in North America, the companies help business owners release the wealth of their business by providing growth, consulting, merger, acquisition, and wealth management services. Their six-step approach features strategic and tactical growth consulting, exit planning education, business valuation, value enhancement strategies, M&A transactional services and wealth management.
M&A Advisor named the company the 2017 and 2018 Investment Banking Firm of the Year and 2020 Valuation Firm of the Year. For more information, visit https://www.generational.com/ or the https://www.generational.com/press-releases.
© 2021 Generational Wealth Advisors, All Rights Reserved