Proud to work with a nationally recognized teammate

At the Generational Wealth Management Group, we are very proud that Financial Advisor Barbara Letvinchuk has received several prestigious awards. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations Barbara!

  • Forbes Best-in-State Wealth advisor - 2020, 2021, 2022, 2023
  • Forbes Top Women Wealth advisor Best-in-State - 2020, 2021, 2022, 2023, 2024
  • Advisor Hub - Advisor to Watch - 2022, 2023

We are also honored to be recognized as a Forbes Best-in-State Wealth Management Team in 2024.

Global Insight Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »

It's all about staying connected

Thank you for trusting us as your wealth management partners. Our commitment to you goes beyond sharing our knowledge and expertise. If your current life or financial situation has changed, feel free to contact us and set up and appointment.

If you are not currently a client, and would like to learn more about our approach, we would love to hear from you.

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Latest Insights

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H1 2025 equity recap: Business as unusual

Jul 08, 2025

While the stock market narrative may sound familiar—U.S. equities navigating waves of volatility on the way to new highs—the environment certainly was not. We examine four catalysts that held sway over performance and what lies ahead for investors.

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