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Generational Wealth Advisors Recognized for Excellence in 2020

By Generational Group

Dec 9, 2020, 08:00 et

Generational Wealth Advisors Awards 2020

Generational Group, a leading investment banking firm for privately held businesses, is pleased to announce that its wealth advisory team, Generational Wealth Advisors (GWA), has been recognized with a number of prestigious 2020 awards. The awards include:

  • 2020 – Five Star Wealth Manager Brent Everett
  • 2020 – Five Star Wealth Manager Bob Lamse
  • 2020 – Five Star Wealth Manager Stephen Hart
     
  • 2020 – D Magazine’s Best; Top Wealth Manager – Generational Wealth Advisors
  • 2020 – D Magazine’s Best; Best Financial Planner – Sarah Crowe
  • 2020 – D Magazine’s Best; Best Financial Planner – Stephen Hart

To receive the Five Star Wealth Manager award, awarded annually by Texas Monthly Magazine, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors considered include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review.

D Magazine’s award is presented annually to leading wealth management firms in the Dallas area. D Magazine surveys every Dallas-Fort Worth chapter of the Financial Planning Association, Chartered Financial Analyst Institute, and the Investments and Wealth Institute to tell them about their practices. The discovery process yielded a list of final contenders.

The finalists were selected based on a number of criteria, including the requirement that firms must hold themselves out as fiduciaries for their clients and provide them with a written disclosure. A panel of esteemed local wealth managers reviewed the final list. Most significantly, this is the 10th year in a row that GWA has been recognized by D Magazine as the Top Wealth Manager in the region.

Brent Everett, Chief Investment Officer with GWA, said: “We are very pleased to be recognized by Texas Monthly Magazine and D Magazine’s annual awards. I’m proud of our team and appreciate the well-deserved recognition for the outstanding work they do for our clients.”

President & CEO of Generational Group, Ryan Binkley, said: “We are so very proud of our GWA team. Winning awards like this, especially D Magazine’s for 10 years in a row, speaks volumes of the significant role our GWA team is playing in preserving and growing the financial legacy for our valued clients. It is so gratifying to see the difference we’re making in the lives of our clients and their families.”

Generational Wealth Advisors is an independent Registered Investment Advisor regulated by the United States Securities and Exchange Commission. Please see important disclosure information at: www.generationalwealthadv.com/disclosure-information

About Generational Group

Generational EquityGenerational Capital Markets (member FINRA/SIPC), Generational Wealth Advisors, Generational Consulting Group and DealForce are part of the Generational Group, which is headquartered in Dallas and is one of the leading middle market investment banks in North America.

With over 250 professionals located throughout North America, the companies help business owners release the wealth of their business by providing growth consulting, merger, acquisition, and wealth management services. Their six-step approach features strategic and tactical growth consulting, exit planning education, business valuation, value enhancement strategies, M&A transactional services, and wealth management. 

The M&A Advisor named the company the 2017 and 2018 Investment Banking Firm of the Year and the 2020 Valuation Firm of the Year. For more information, visit https://www.generational.com or the Generational Group press room.