Strategic Partners

Our strategic partners are extensions of the local team at Generations to Generations.

Our team members continue their own development in all of the areas listed below to bring great knowledge and a holistic approach to our clients. Additionally, we work with and train through these national organizations to bring trusted and wide-ranging expertise for our clients, across all areas of wealth management for all seasons of life.

CPWA®

Certified Private Wealth Advisor® (CPWA®) is an advanced professional certification for advisors who serve high-net-worth clients. It’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million. Unlike credentials that focus specifically on investing or financial planning, the CPWA program takes a holistic and multidisciplinary approach.

The Bowen Center

The mission of the Center is to lead the development of Bowen family systems theory into a science of human behavior and to assist individuals, families, communities, and organizations in addressing major life challenges through understanding and improving human relationships.

Linkage Executive Coaching

Strong leaders understand on a fundamental level that feedback and coaching and leveraging that perspective can be of significant help in a person’s development. One of the most important things to realize about coaching is that the coach is not there simply to look for ways to change a leader. It is about finding a leader’s strengths and discussing how to use those existing strengths to better do their job.  The coaching process enables each attendee to review where he or she is in their career compared to their long-term career goals. This rich dialogue is designed to help the coachee understand more above themselves, their behaviors, and their strengths as a leader.

Investment and Wealth Institute - Behavior Finance

Behavioral finance, a sub-field of behavioral economics, proposes that psychological influences and biases affect the financial behaviors of investors and financial practitioners. Moreover, influences and biases can be the source for explanation of all types of market anomalies and specifically market anomalies in the stock market, such as severe rises or falls in stock price.

The Purposeful Planning Institute

The Purposeful Planning Institute (PPI) is a learning center for professionals interested in mastering the Purposeful Planning process, exploring best practices for legacy families and families in business as well as cutting edge processes and techniques. PPI is dedicated to creating a Purposeful Planning Revolution that transforms the way estate planning is done and to mastering and promoting the principles and practices of client-centered planning.

Prosperity Wealth Management

Prosperity Wealth Management is an independent firm providing multi-generational wealth planning, financial planning, and investment management services. They work diligently to remove conflicts of interest by providing fee-only, fiduciary advice. Their process is thorough, detailed, and technical, but their approach is guided by being accessible, compassionate, honest, and understanding of what it means to be human in a complex world.

Certified Financial Planner Board of Standards, Inc. (CFP Board)

CFP® CERTIFICATION: THE STANDARD OF EXCELLENCE
 
CFP® professionals are held to strict ethical standards. What's more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.
 
Financial planning is a dynamic process. With a CFP® professional, you're working with someone committed to providing the highest standard of financial planning.
 
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.

National Association of Personal Financial Advisors (NAPFA)

The National Association of Personal Financial Advisors (NAPFA) is the country\'s leading professional association of Fee-Only financial advisors-highly trained professionals who are committed to working in the best interests of those they serve. Their rich history began in 1983 when a group of advisors simply wanted to serve their clients without muddling the relationship with commissions. Since then they have developed high standards in the field and each advisor must sign and renew a Fiduciary Oath yearly and subscribe to a Code of Ethics.  It's all a part of the mission of NAPFA.

 

The association provides support and education for over 3,700 practitioners all over the country and is governed by the NAPFA Board of Directors and supported by four Region Boards.

 
NAPFA members live by three important values:
  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.