Generational Wealth, a newly launched wealth management and financial planning firm, has formally entered the market under a unified brand following a merger tied to a joint $100 million acquisition.
Following the transaction, Generational Wealth reported more than $900 million in assets under management and administration, positioning the firm near the $1 billion mark as it begins operating as a combined enterprise.
The firm said its advisory approach is built around SIMPLE, a proprietary, step-by-step planning framework that spans foundational financial planning, investment implementation, exit planning, and wealth transition. Generational Wealth also said it manages client portfolios in-house through an internal investment team, constructing active, risk-aligned strategies that adapt to client objectives and changing market conditions.
Executives said the firm is investing in infrastructure, technology, and talent as it scales, with a stated focus on combining fiduciary planning, in-house portfolio design, and multigenerational wealth strategies.
Generational Wealth is headquartered in North Palm Beach, Florida, and said its team brings more than 200 years of combined experience.
KEY QUOTE:
“This launch is a deliberate step toward reshaping what wealth management firms and financial planning should be… The industry didn’t need another firm — it needed a better one.” “We’re not your typical wealth management firm — that’s intentional… Committed to our fiduciary standard, we believe financial planning should feel personal, not packaged.”
Branden Schiralli, CPWA, CEPA, President, Generational Wealth
