Press Release

Generational Wealth™ Launches, Nears $1 Billion Post–Merger and Acquisition

West Palm Beach, FL - Generational Wealth™, a newly launched wealth management
and financial planning firm, announced a merger under their unified brand following a joint
$100mm acquisition. Following the transaction, the firm enters the market with over $900
million in Assets Under Management and Administration. *
“This launch is a deliberate step toward reshaping what wealth management firms and
financial planning should be,” said Branden Schiralli, CPWA®, CEPA®, President of
Generational Wealth™. “In our view much of the industry remains siloed and productdriven,
we continue to set ourselves apart by challenging the status quo and building a new
kind of wealth firm — one that isn’t constrained by outdated models or backward
incentives that places firms’ interests ahead of clients. The industry didn’t need another
firm - it needed a better one.”

At the core of its planning is SIMPLE™, the firm’s proprietary framework, which is a step-bystep
financial advisory process — encompassing foundational financial planning,
investment implementation, exit planning, and wealth transition. Generational Wealth’s
accomplished in-house investment team constructs active, risk-aligned portfolios
designed to adapt to both client goals as well as market cycles.
“We’re not your typical wealth management firm — that’s intentional,” added Schiralli.
“Committed to our fiduciary standard, we believe financial planning should feel personal,
not packaged. Clients’ assets should be managed in-house by our investment team, not
handed off. And advice should be thoughtful, not templated.”
With assets over $900 million in Assets Under Management and Administration*,the firm
is scaling with intention by investing in infrastructure, technology, and talent to better
serve clients — helping them create not just wealth, but Generational Wealth for
themselves and their heirs for generations to come.
About Generational Wealth™

Generational Wealth™ is a cutting edge, revolutionary financial planning and investment
management firm headquartered in North Palm Beach, Florida. With over 200 years of
combined experience, the enterprise is built on the mission of Generating Wealth for
Generations by helping clients combine fiduciary financial planning, in-house portfolio
design, and creating strategies to help Generate, Protect & Transfer Wealth.

For more information: gw@my-wealth.com

https://www.my-generationalwealth.com/disclosure