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Generational Wealth, Inc.

Updated today

Client assets under management

$394,770,403

Clients

665

15% high-net-worth

Advisors

8

of 9 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

83

High

Average account size

$593,640

About

Generational Wealth, Inc. advises individual and high‑net‑worth clients, providing financial planning and discretionary portfolio management alongside retirement‑plan participant education. The firm also offers non‑advisory services including tax preparation, insurance administration, and family‑office services such as client accounting and bill‑pay.

The firm constructs customized portfolios using asset‑allocation frameworks and Modern Portfolio Theory, favoring long‑term positioning with periodic rebalancing and the option to combine active and passive strategies. It operates a Gen‑Wealth Multi‑Strategy Platform on custodial platforms (e.g., Charles Schwab and Altruist) and routinely recommends and monitors third‑party Institutional Strategists (via MMC/Envestnet and the Altruist Model Marketplace) after a documented due‑diligence process.

A distinctive feature disclosed in the brochure is that some investment adviser representatives are also registered representatives of an independent broker‑dealer and/or independent life and health insurance agents, and may receive transaction‑based commissions or insurance commissions in addition to advisory fees, a potential conflict of interest the firm notes and seeks to manage. The firm likewise accepts certain client money‑movement authorizations (e.g., standing letters of authorization and bill‑pay), which create deemed custody under the Custody Rule and subject the firm to an annual surprise custody examination.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning Wealth management Active portfolio management Passive / index investing

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Fee options

Fixed

Fixed financial planning fee ranging from $2,500 to $10,000, negotiable

Percentage

0.80% to 1.75% (management fee range, negotiable)

Commissions

Commissions may be charged due to some representatives being registered representatives of a broker-dealer and insurance agents, but not detailed in this brochure

Project-based

Hourly financial planning fee of $250 per hour, negotiable

Other

Account minimum: $250,000 (may be waived at the discretion of the Advisor) Minimum fee: Minimum annual fee of $2,500 Fee-only: Financial planning fees charged on a fixed fee basis ($2,500 to $10,000) and hourly fee basis ($250/hour), both negotiable

Main office location

Generational Wealth, Inc.

244 East Main Avenue

Zeeland MI 49464, United States

Number of offices

4

Most active in

Arizona · Florida · Illinois · Indiana · Michigan · Pennsylvania · South Carolina · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Randall N

Series 65

Zeeland, MI

Generational Wealth, Inc.

Randall Nederveld is a financial advisor at Generational Wealth Management with 15 years of industry experience. He holds a Series 65 designation and previously operated Nederveld Capital Management, LLC for 22 years, alongside running his own CPA practice for over three decades. Generational Wealth Management is a team-based registered investment adviser serving individuals and high-net-worth households with discretionary portfolio management, financial planning, retirement education, and various non-advisory services such as tax preparation and family-office bill-pay. The firm uses Modern Portfolio Theory to build customized asset-allocation models and combines active and passive strategies through institutional platforms.

General retirement planning Wealth management Active portfolio management Passive / index investing
user avatar

David W

CFP®, Series 63, Series 65

Zeeland, MI

Generational Wealth, Inc.

David Wilson is a CFP® professional with 31 years of industry experience. He has worked at Generational Wealth Management since 2015 and previously held roles at First Allied Securities, Inc. and First Allied Advisory Services, Inc. In addition to his advisory duties, he is an insurance agent involved in fixed, life, health, and property and casualty insurance. Generational Wealth Management is a team-based registered investment adviser serving individuals and high-net-worth households with discretionary portfolio management, financial planning, and other services such as tax preparation and family-office bill pay. The firm uses Modern Portfolio Theory to construct individualized asset-allocation models and manages portfolios through multiple platforms combining active and passive strategies.

General retirement planning Wealth management Active portfolio management Passive / index investing
user avatar

John B

Series 65

Zeeland, MI

Generational Wealth, Inc.

John Bouws is a financial advisor at Generational Wealth Management in Zeeland, MI, holding a Series 65 designation. He has been with Generational Wealth Management since 2024 and has prior experience in various roles including positions at Midwest Construction Group and Hope College. Generational Wealth Management is a team-based registered investment adviser serving individuals and high-net-worth households with discretionary portfolio management, financial planning, retirement education, and additional services such as tax preparation and family-office bill pay. The firm uses Modern Portfolio Theory to construct individualized asset-allocation models and offers a combination of active and passive investment strategies managed through multiple platforms.

General retirement planning Wealth management Active portfolio management Passive / index investing
user avatar

Cynthia M

Series 63, Series 65

Zeeland, MI

Generational Wealth, Inc.

Cynthia Mangmoun is a financial advisor with Generational Wealth Management in Zeeland, MI, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Her prior roles include positions at Private Client Services, First Allied Securities, and Gen-Wealth Partners, where she has worked since 2017. Generational Wealth Management is a team-based registered investment adviser serving individuals and high-net-worth households with discretionary portfolio management, financial planning, retirement education, and several non-advisory services. The firm uses Modern Portfolio Theory to construct personalized asset-allocation models and manages accounts through platforms like Charles Schwab and Altruist, combining active and passive strategies under discretionary management.

General retirement planning Wealth management Active portfolio management Passive / index investing
user avatar

Schyuler W

Series 63, Series 65

Zeeland, MI

Generational Wealth, Inc.

Schyuler Wilson is a financial advisor at Generational Wealth Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including First Allied Advisory Services and Private Client Services. In addition to his advisory role, Wilson provides notary services and assists with life insurance sales. Generational Wealth Management is a team-based registered investment adviser serving individuals and high-net-worth households. The firm offers discretionary portfolio management, financial planning, retirement education, and non-advisory services such as tax preparation and insurance administration, managing approximately $300 million in client assets.

General retirement planning Wealth management Active portfolio management Passive / index investing
user avatar

Levi V

Series 63, Series 65

Zeeland, MI

Generational Wealth, Inc.

Levi Van Dam is a financial advisor with Generational Wealth Management, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Private Client Services and Gen-Wealth Partners, Inc., as well as teaching positions at Calvin University and Holland Christian High School. Generational Wealth Management is a team-based registered investment adviser serving individuals and high-net-worth households with discretionary portfolio management, financial planning, and additional services such as tax preparation and insurance administration. The firm uses Modern Portfolio Theory to construct individualized asset-allocation models and manages portfolios through a multi-strategy platform with both active and passive investments.

General retirement planning Wealth management Active portfolio management Passive / index investing
user avatar

Jennifer A

Series 63, Series 65

Zeeland, MI

Generational Wealth, Inc.

Jennifer Archambault is a financial advisor at Generational Wealth Management with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at First Allied Securities, Inc. from 2010 to 2021 before joining Generational Wealth Management in 2016. In addition to her advisory role, she is involved with Gen-Wealth Insurance Solutions, assisting clients with health and life insurance applications and enrollments. Generational Wealth Management is a team-based registered investment adviser serving individuals and high-net-worth households with discretionary portfolio management, financial planning, and additional services such as tax preparation and insurance administration. The firm employs a Modern Portfolio Theory approach and offers a combination of active and passive investment strategies through institutional platforms.

General retirement planning Wealth management Active portfolio management Passive / index investing
user avatar

Robert F

CFP®, Series 63, Series 66

Brownsburg, IN

Generational Wealth, Inc.

Robert Fredrikson is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Generational Wealth Management and previously worked for Creative Financial Designs, Inc. and Cfd Investments, Inc. He also operates Fredrikson Financial and is involved in independent insurance sales on a limited basis. Generational Wealth Management is a team-based registered investment adviser serving individuals and high-net-worth households with discretionary portfolio management, financial planning, and additional services such as tax preparation and family-office bill pay. The firm utilizes a combination of active and passive strategies within customized asset-allocation models and manages client accounts through established custodians.

General retirement planning Wealth management Active portfolio management Passive / index investing
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