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Generational Wealth Advisors Honored as Five Star Wealth Managers

By Generational Wealth Advisors

Generational Wealth Advisors Award

Generational Wealth Advisors (GWA), a member of the Generational Group, is proud to announce that five of its team have been named as Five Star Wealth Managers and are featured in the August issue of Texas Monthly Magazine.  

Five Star Professional conducts market-specific research to identify wealth managers who show a commitment to clients and demonstrate strong industry credentials. They also evaluate the quality of the wealth management firm’s current practice using 10 objective and eligibility criteria. Out of the 4,007 candidates considered, only 309 were selected, representing the top 8 percent. 

Founded in 2003, the Five Star award program is the largest and most widely published award program in North America, covering more than 45 major markets. Professionals recognized as award winners are published by Five Star Professional and its partners. Award winners cannot pay a fee to be included in the research or the final list of award recipients.

 “We are very pleased to have five team members included in this year’s Five Star Wealth Manager list, particularly our two newest additions to the list – Sarah Crowe and Bert Butkus. Choosing an investment advisor can be overwhelming and the Five Star research process provides a good starting point for selecting an experienced wealth manager,” said Brent Everett, Chief Investment Officer with GWA. 

Everett added, “We are proud and honored for our team to be recognized once again.”

GWA recipients include:

  • Brent Everett, Founder and Chief Investment Officer: 11th Year in a Row
  • Bob Lamse, President and Partner: 8th Year
  • Stephen Hart, Vice President, Planning and Investments: 2nd Year
  • Sarah Crowe, Sr. Advisor, Wealth Management: 1st Year
  • Bert Butkus, Wealth Management Advisor: 1st Year

GWA are experts in working with business owners who are looking to monetize their years of hard work and preserve and grow the capital after the sale. GWA helps assure they’ll be ready with a strategic wealth plan that supports the owner’s financial goals. The pre-exit financial planning includes tax planning, portfolio management, risk management, estate planning and education planning.

For more information, contact Gina Aldaz at [email protected].

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