Generational Wealth™ Launches, Nears $1 Billion Post–Merger and Acquisition

WEST PALM BEACH, Fla.--(BUSINESS WIRE)--Generational Wealth™, a newly launched wealth management and financial planning firm, announced a merger under their unified brand following a joint $100mm acquisition. Following the transaction, the firm enters the market with over $900 million in Assets Under Management and Administration. *

“This launch is a deliberate step toward reshaping what wealth management firms and financial planning should be,” said Branden Schiralli, CPWA®, CEPA®, President of Generational Wealth™. “In our view much of the industry remains siloed and product driven, we continue to set ourselves apart by challenging the status quo and building a new kind of wealth firm — one that isn’t constrained by outdated models or backward incentives that places firms’ interests ahead of clients. The industry didn’t need another firm - it needed a better one.”

At the core of its planning is SIMPLE™, the firm’s proprietary framework, which is a step-by step financial advisory process — encompassing foundational financial planning, investment implementation, exit planning, and wealth transition. Generational Wealth’s accomplished in-house investment team constructs active, risk-aligned portfolios designed to adapt to both client goals as well as market cycles. “We’re not your typical wealth management firm — that’s intentional,” added Schiralli. “Committed to our fiduciary standard, we believe financial planning should feel personal, not packaged. Clients’ assets should be managed in-house by our investment team, not handed off. And advice should be thoughtful, not templated.”

With assets over $900 million in Assets Under Management and Administration*, the firm is scaling with intention by investing in infrastructure, technology, and talent to better serve clients — helping them create not just wealth, but Generational Wealth for themselves and their heirs for generations to come.

About Generational Wealth™

Generational Wealth™ is a cutting edge, revolutionary financial planning and investment management firm headquartered in North Palm Beach, Florida. With over 200 years of combined experience, the enterprise is built on the mission of Generating Wealth for Generations by helping clients combine fiduciary financial planning, in-house portfolio design, and creating strategies to help Generate, Protect & Transfer Wealth.

https://www.my-generationalwealth.com