At Generation Wealth, we don’t just “do” financial planning. We “do” life planning that aims to help our clients build wealth, freedom, and stability.
Is it time you leverage a customized financial plan and specialized investment strategies with a team of Certified Financial Planner™ Professionals?
We dive deep into everything…
Unlike other financial advisors, we go beyond your financial assets to dive deeper into your true life vision and what you want for yourself and your loved ones.
to deliver a plan made just for you...
This deep-dive helps us work together to create a comprehensive and customized plan that helps you get the most out of your life and your wealth.
so you can live the life you’ve dreamed of.
We offer full-service wealth management and accessible consulting services to modern day professionals — no matter where you’re at in your financial journey.
With our financial services you’ll get:
Full access to the Generation Wealth Team, including Dustin R. Granger, CFP® & Danielle Granger Nava, CFP®
A comprehensive Financial + Life Plan
24/7 access to your own personal financial website
Regular check-in phone calls
Service tiers based on your needs
… and more
Our wealth management services are designed to meet you where you’re at...and grow with you as you navigate your busy & complex life.
One-Time Financial Plan
You’re ready to get your money in order but not ready for on-going support quite yet. We’ll guide you through the dream + design phase of our wealth management process.
Pricing varies depending on the scope of your specific situation. Schedule a free call to learn more about delivery + pricing.
Subscription-Based Wealth Management
Comprehensive, on-going financial planning services (minus in-house active investment management) comes with a one-time onboarding fee of $1,950-$3,950 and $269/mo ongoing for couples & $219/mo for single individuals.
Assets brought in-house for active investment management will incur an additional 1% fee* .
*Once assets reach $400k, you have option to switch to the fee-based arrangement.
Fee-Based Wealth Management
Looking for full wealth management support? Invest $500,000 or more with us, and you’ll pay a 1% flat fee* for comprehensive, ongoing financial planning AND investment management—up front and monthly fees will be dropped.
What exactly is fee-based advising?
Check out our FAQ.
*Tiered fee discounts start at $1 million.