The people you’ll actually work with.
Every relationship runs through the same team. No junior hand-offs, no rotating service desk.
The three of us worked together at the same advisory firm before this one. We went our separate ways for a while, then chose to come back and build this together. It means we are not learning how to work with each other on your time.

Martial Frindéthié, AAMS®, CCPS®
Co-CEO & CCOFormer wealth management COO. He built the firm's education planning program and runs compliance, firm strategy, and the client experience.
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Jarrett Sharp, MBA
Co-CEO & CFOHolds an MBA and served as CFO of an independent RIA. Leads the investment work at GenEra Wealth, works with clients on the advice directly, and runs operations and reporting.
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Emmett Fehlau-Barton, CFP®
Financial PlannerCFP® professional who builds plans for advisors at other firms and, here, for families directly. Works on the decisions that connect investments to real life.
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