Broker Check

Our History

Founded By David Wilson in 2004, our firm is well known in West Michigan.  Conveniently located in downtown Zeeland, we work primarily with successful retirees and their families.  Our firm specializes in comprehensive wealth management and retirement income planning to help retirees navigate a complicated and ever – changing investment landscape.

Our Primary Purpose

Our Primary Purpose is to positively impact you and your family by providing comprehensive wealth management and retirement income planning, so you can live the life you have always dreamed of. Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

At Generational Wealth Management, it is our fiduciary responsibility to put the best interests of the clients first.  We consider it an honor and a privilege to help our clients make sound investment decisions that will contribute to a secure future. We have made a commitment to excellence in everything we do.  Our goal is to provide the same level service that we would expect for our own families in the event of our absence

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

Knowledge is power.

When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

As financial fiduciaries, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

With our team of experienced professionals, you can spend less time worrying and more time enjoying the life you have always dreamed of.  We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. We look forward to speaking with you.

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