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Generational Wealth Advisors Recognized for Excellence in 2020

By Generational Group

Generational Wealth Advisors Awards 2020

We are pleased to share that our 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

Five Star Wealth Manager Awards

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 Awards

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

Carl Doerksen is the Director of Corporate Development at Generational Equity.

© 2020 Generational Equity, LLC All Rights Reserved

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