Generational Private Wealth

Generational Private Wealth serves high-net-worth and individual clients, as well as trusts, employer-sponsored retirement plans, and nonprofit entities, providing discretionary investment management, wealth management, and advanced financial planning. The firm constructs written investment policy statements and implements portfolios primarily using mutual funds, exchange-traded funds, and, to a lesser extent, individual debt and equity securities, and may refer clients to SEC-registered sub‑advisers for specialized strategies.

The firm’s investment approach emphasizes strategic asset allocation, diversification across asset classes, and fundamental analysis, with ongoing supervision and rebalancing to address market and client circumstance changes. Accounts are typically custodied at Charles Schwab and managed on a discretionary basis, with Schwab’s institutional platform and support services used for trade execution, reporting, and operational tools while retaining flexibility to use other providers when appropriate.

Noteworthy operational features include approximately $263 million in assets under management across 49 client relationships and a stated $10 million account minimum (waivable), reflecting an above‑average assets‑per‑client profile for a small, three‑advisor firm. The firm moved its registration from Puerto Rico to the SEC in 2025, is deemed to have custody in certain circumstances through standing letters of authorization, maintains a trade‑error policy that directs custodial gains to charity, and generally does not sponsor wrap fee programs or vote client proxies.