Navigate your financial freedom


Welcome from Generational Planning Solutions Group

We appreciate your taking time to visit our website. Our site is designed to provide an introduction to Our Team along with access to resources, tools, and research that will help you navigate the ever-changing world of investing.

Our duty to our clients is an intrinsic part of our value system, one that drives every decision we make and guides every action we take. Our pledge to earn and preserve each family’s trust is integral to our daily practice.

To learn about our unique wealth management approach, please click on the Foundations of Our Practice link. We also invite you to explore the Market Commentary links that will provide useful information pertaining to current markets and solutions and services we have available.

Fred Sherrill named one of Forbes Best-In-State Wealth Advisors

At the Generational Planning Solutions Group, we are very proud that Financial Advisor Fred Sherrill was named a Forbes Best-In-State Wealth Advisor in 2020, 2021, 2022 and 2023. 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, Fred!

Global Insight Monthly

Global Insight Cover Image - April 2024Interest rate mood swings

As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed.  Read the Global Insight Monthly »

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet GPS Group

Learn how wealth planning is at the center of everything that we do and how our team has a zealous dedication to helping our clients and their families establish and navigate financial freedom.

Latest Insights

Commuters on a train

A return to yield curve normalcy?

The ongoing yield curve inversion appears out of line with record equity markets and robust commodity pricing. We look at some reasons investors are accepting lower yields on longer-maturity bonds.

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Bulletin Board