Talis Form ADV Update

By Generational Wealth Advisors


Generational Capital, LLC, a division of Generational Group has acquired an ownership position in Talis Advisors. As a result, we have updated our Form ADV, which provides our clients with important disclosure information.

Transparency is the foundation of our relationship with our clients, and we continually strive to provide complete and accurate information. Below, please find the Summary of Material Changes, which describes the changes to Form ADV and provides instructions on how to obtain a copy of the complete form or view it online.

Click here to access the summary of material changes to the Talis Form ADV?