Serving clients across America, Generational Wealth Planning is based in Mesa, Arizona. We work with clients throughout the state of Arizona by meeting in our offices of convenience spread across the Phoenix Valley, and virtually with clients in over 23 states. Our advisors possess over 25 years of industry experience combined and hold professional certifications, such as the Certified Kingdom Advisor® (CKA®) designations. As fiduciaries, we act in your best interest at all times.

Generational Wealth Planning serves clients who are contemplating retirement income solutions, desire wealth management, legacy planning, or want an investment approach that is aligned with their values. Our clients’ primary goal is to plan for their “redeployment” retirement to something, not just from something. This planning is crucial whether you are a young professional, pre-retiree, or current retiree.

Our focus is to develop personalized financial planning solutions tailored to the specific needs of each client and is accomplished through professional analysis, financial planning, strategic portfolio construction, and tactical asset allocation. We analyze spending and income, wealth transfer documents, insurance risks, tax-efficiencies, and multi-generational and estate planning needs. We work closely with multiple fund managers to meet the specific needs of our client, including the development of our unique values-based Faith Driven Investing models. Our investment analysis and portfolio construction are reviewed by unbiased CFA® charterholders in partnership with Axiom.

As a current or prospective client, it is important that you have an accurate and transparent picture of the benefits, services, and communications you will receive while working with your financial advisor.

Step 1: Contact Us to request a meeting.

Step 2: After you contact us, Emily will schedule an initial meeting for you to meet with Jakob and Tony. Our goal for this meeting is to get to know you personally and understand your financial picture.

Step 3: For the secondary meeting, we will present proposed options for you and a financial plan that demonstrates the recommendations.

Note: We want to simplify your life. When it comes time for paperwork, we provide you with an easy to understand, hassle-free experience.

Our advisors will build an initial comprehensive financial plan that will be updated following each client conversation. Our eMoney financial planning software is updated daily to reflect linked account values and may be viewed by clients from the client portal. Leveraging eMoney, advisors will create visual representations and graphs to reflect clients’ financial plan and “What If Scenarios.” These scenarios may simulate Roth conversions, the death of a spouse, long term care, and investment changes, or other concerns you may have and present stresses on the financial plan to ensure its durability and optimization.

As Wealth Managers, Tony and Jakob, recognize the responsibility and trust placed in them and work in partnership with multiple CFA’s at Geneos Wealth Management and Axiom to provide premier wealth management services for each client. Their goal is to provide clients with investment performance that matches or outperforms the Morningstar Benchmarks, but with lower volatility. After determining the proper risk tolerance, client values, and investment objectives of our clients, we construct portfolios centered on strategic asset allocations with tactical discretionary funds that allow us to maximize upside potentials while limiting the downside risk. Blended portfolios of professional third-party asset managers with individual niche expertise are tactically utilized to create diversified holdings that capitalize on market trends.

Client relationships are at the heart of Generational Wealth Planning, and we want to make ourselves available to you. Regular reviews occur either through in-person meetings in offices across the Phoenix Valley, in client homes, or virtually through Zoom. During these meetings we will realign your financial plan with your current circumstances, provide you with a synopsis of our current wealth management strategies, conduct portfolio reviews, and catch up on the most important thing… helping you to live a meaningful and purposeful life. We want to know what is going on in your life, celebrating the blessings and walking through the struggles together, we welcome any calls and emails you send our way!

Client costs are calculated based on assets managed by Generational Wealth Planning.

Assets-Under-Management Fee (AUM)

Up to $1M* %0.75

$1-3M %0.50

Over $3M %0.30

*Minimum AUM is $250K, exceptions can be made for balances below that amount on a case-by-case basis. Contact us for further details.