Generational Wealth Advisors Honored as Five Star Wealth Managers
DALLAS–(BUSINESS WIRE)–Generational Wealth Advisors (GWA), a member of the Generational Group, is proud to announce that five of its team have been named as Five Star Wealth Managers and are featured in the August issue of Texas Monthly Magazine.
Five Star Professional conducts market-specific research to identify wealth managers who show a commitment to clients and demonstrate strong industry credentials. They also evaluate the quality of the wealth management firm’s current practice using 10 objective and eligibility criteria. Out of the 4,007 candidates considered, only 309 were selected, representing the top 8 percent.
Founded in 2003, the Five Star award program is the largest and most widely published award program in North America, covering more than 45 major markets. Professionals recognized as award winners are published by Five Star Professional and its partners. Award winners cannot pay a fee to be included in the research or the final list of award recipients.
“We are very pleased to have five team members included in this year’s Five Star Wealth Manager list, particularly our two newest additions to the list – Sarah Crowe and Bert Butkus. Choosing an investment advisor can be overwhelming and the Five Star research process provides a good starting point for selecting an experienced wealth manager,” said Brent Everett, Chief Investment Officer with GWA.
Everett added, “We are proud and honored for our team to be honored and recognized once again.”
GWA recipients include:
Brent Everett, Founder and Chief Investment Officer: 11th Year in a Row
Bob Lamse, President and Partner: 8th Year
Stephen Hart, Vice President, Planning and Investments: 2nd Year
Sarah Crowe, Sr. Advisor, Wealth Management: 1st Year
Bert Butkus, Wealth Management Advisor: 1st Year
GWA are experts in working with business owners who are looking to monetize their years of hard work and preserve and grow the capital after the sale. GWA helps assure they’ll be ready with a strategic wealth plan that supports the owner’s financial goals. The pre-exit financial planning includes tax planning, portfolio management, risk management, estate planning and education planning.
For more information, contact Gina Aldaz at [email protected].
About Generational Wealth Advisors
Generational Wealth Advisors is an award-winning wealth management firm based in Texas that serves a nationwide client base. Their team of financial professionals delivers independent and objective advice. They work on the 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. Learn more about them here: https://www.generationalwealthadv.com/.
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 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.
Contacts
Carl Doerksen
972-232-1125
[email protected]
