Generations Wealth, LLC - Investment Advisers

About Generations Wealth, LLC

Generations Wealth, LLC is an investment adviser headquartered in Cincinnati, Ohio. The firm reports $307.76 million in regulatory assets under management and has 10 employees. It operates as an independent multi-family office, working with ultra high-net-worth families on growing, protecting and transferring wealth. Its services include tax planning, investment management and estate planning, and the firm acts as a single point of contact for these needs. Pamela Clark, who holds CPA and CFP credentials, leads the firm. Its approach is built around tax planning, with a CPA-led team that prepares personal financial statements and monitors accounts across brokerage, banking, retirement and education savings. Portfolios can include both public and private investment options. Although based in Cincinnati, the firm serves clients across the United States. Its profile appears in the directory of US investment advisers, and it is also listed among the investment advisers in Ohio.

Key Facts

Assets Under Management

$307.76M

Employees

10

SEC File Number

801-80555