DBA Generational Wealth Strategies

The firm provides discretionary investment advisory and financial planning services primarily to individual clients, including high‑net‑worth individuals, as well as retirement plans, non‑public businesses, and charitable entities. Core offerings include individualized portfolio management, model portfolio management, third‑party manager selection and monitoring, financial planning, consulting, and family coaching services.

Investment decisions are guided by written Investment Policy Statements and an asset‑allocation framework that employs fundamental and technical analysis, long‑ and short‑term trading approaches, periodic rebalancing, and use of ETFs and separate account managers; accounts are reviewed at least quarterly. The firm also integrates alternative exposures into client portfolios—such as managed futures, currency programs, and direct investments including interests in real‑estate partnerships—and conducts due diligence and ongoing oversight of outside managers.

What is distinctive about the firm is that some management personnel are licensed real estate brokers and the brochure discloses the firm’s ability to implement and receive commissions from real estate and insurance transactions, a potential conflict the firm documents and manages. The firm also offers family‑oriented services (coaching, family meetings and enterprise‑office support) and highlights selective access to third‑party alternative strategies (including currency/FX programs), features that are less common among similarly sized supported advisers.