Generations Wealth, LLC

Generations Wealth, LLC is an investment advisory firm established in 2006, offering investment, income tax, financial planning, and family office services. The firm is led by Pamela Clark, the principal owner, who is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ professional. Generations Wealth manages assets totaling $269,969,885 on a discretionary basis. The firm provides Investment Plans tailored to clients' financial circumstances and risk tolerance, with services including portfolio management, performance reporting, and account administrative services. Investment strategies are based on passive, index-oriented approaches, with a focus on market efficiency and risk-return relationships. Generations Wealth operates as a fee-only firm, with fees calculated as a percentage of assets under management (AUM) or assets under advisement (AUA). The firm may charge a one-time setup fee and a minimum annual fee for certain service levels. Clients have the option to retain Generations Wealth on an ongoing basis for services such as Investment Plan implementation and financial planning. The firm does not engage in performance-based fees or side-by-side management. Generations Wealth primarily serves high net worth individuals, families, trusts, and institutional clients. Clients have the discretion to direct brokerage services, and the firm recommends establishing accounts with Charles Schwab & Co., Inc. as a qualified custodian. Generations Wealth does not vote proxies for client securities and does not have any disciplinary events to report. The firm's investment discretion is managed by Pamela Clark, with oversight provided by the Chief Compliance Officer.