Helping you build a better financial life

Our team is dedicated to assisting clients in identifying and achieving their life goals through appropriate strategies, open communication, and exceptional service. We strive to help our clients by creating and implementing customized wealth management plans allowing them to effectively accumulate, protect, and transfer wealth. The result is a long-term relationship helping lead our clients to financial peace of mind. Contact us today to learn how we can help you achieve your goals.

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

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.

Latest Insights

Man meeting with financial advisor

Not a phantom rally in equity markets

Dec 01, 2022

We assess the four catalysts that have caused key markets to bounce by double digits, and discuss why investors should avoid the temptation of market timing.

Read more

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If you want to discuss your portfolio or have financial questions, please fill out the below form.

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