Reliable service. Personal attention.
Private Wealth ManagementInvestment management, financial planning, education planning, and tax coordination for families whose finances stopped being simple, handled by people who answer the phone.
Advice should keep up with your life, and with the generation after it.
When was the last time your advisor called you with an idea, before you had to ask for one? For many families the honest answer is years. A relationship settles into maintenance, and maintenance is comfortable right up until your finances stop being simple.
We started GenEra Wealth because we think advice should be active. That means listening first, revisiting decisions as your needs change, and telling you what we think before you have to ask.
It also means looking further out than this year. What a family builds is usually meant to outlast the people who built it, and the decisions in front of you now shape what the next generation can actually do with it. We would rather help you make them with that in view.
Nobody leaves an advisor over one thing.
They leave over a hundred small ones that added up. Ask someone why they moved firms and they’ll usually say fees, or performance. But that’s rarely it. It’s that the answer never came back. That the thing discussed in March was never actually done. That they stopped knowing who would pick up.
If any of this sounds familiar, you’re not the only one. It’s what happens when nobody owns the follow-through.
What usually happens
- Your advisor moves on. You find out by letter.
- You explain your situation to someone new, and the answer comes back wrong.
- You’re not sure who to call about your accounts.
- You leave a message and don’t know who’s calling back, or whether anyone will.
- You only hear from your advisor when you reach out first.
- Something was recommended in a meeting and quietly never happened.
- A question gets answered in language you’d need a glossary for.
- You know the number you pay. What it actually covers was never made clear.
What happens here
- You know who handles your work and how to reach them. If that ever changes, you hear it from us directly, and we tell you why.
- Whoever picks up already knows your situation.
- You call us. Working out who handles it is our job, not yours.
- You know who’s calling you back, and you know they will.
- We reach out first. That’s the job.
- If we said we’d do it, it’s written down before the call ends, and it gets done.
- If you can’t repeat the answer to your spouse, we haven’t finished explaining.
- Our services are explained in writing before you sign anything, and re-evaluated as your needs change.
You can text us.
Many advisory firms won’t allow it. Supervising and archiving text messages is harder than banning them, so much of the industry banned them, which is why you currently have to write an email to ask a two-sentence question. Text us, and you get an answer the way you asked it.
Much of our work begins when a financial life gets complicated.
Complexity usually arrives with an event rather than gradually. These are the events that bring families to us.
- A business sold, or a liquidity event that turns years of work into a number on a statement.
- Equity compensation that has quietly become a concentrated position.
- Wealth moving to the next generation, by plan or by default.
- Tax and estate decisions that need your CPA and your attorney in the same conversation.
Those are also the moments people find out what their advisor is actually like, because a relationship that was never really theirs to begin with gets tested for the first time.
An event like that rarely arrives on clean ground. Usually there’s a trust drawn up years ago that nobody has checked against how the accounts are actually titled, or a CPA and an attorney who have never spoken to each other. None of that is a failure of intelligence. It’s a failure of coordination, and coordination is nobody’s job until somebody makes it theirs.
Making it somebody’s job is the work we do. Having the right people in place before one of these events is far easier than assembling them in the middle of one. Learn about our approach →
Start with a conversation.
Thirty minutes, no obligation. Tell us what’s going on and what you’d like to be different.
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