Generations Wealth Planning LLC

Generations Wealth Planning LLC is a registered investment adviser based in Sarasota, Florida, established in 2018. Co-owned by Robert Emmett Lyons and Kevin Lyons, the firm offers continuous discretionary portfolio management services, tailored to meet clients' needs and investment objectives. They mainly use equity securities, exchange-traded funds, mutual funds, and various securities in their portfolio management programs. The firm manages $4,700,000 in client assets for 4 households on a discretionary basis. The annual fee for portfolio management services is up to 1.75% of assets under management, billed quarterly. GWP may use sub-advisers to manage client accounts and may recommend investments in various securities. Clients must have a minimum of $500,000 to establish an advisory relationship, which may be waived at the firm's discretion. The firm does not accept performance-based fees and generally offers services to individuals, trusts, corporations, and other entities. GWP employs fundamental and technical analysis, long-term and short-term purchases, trading, and margin transactions in their investment strategies. Clients are urged to review account statements for accuracy, and the firm does not vote proxies on behalf of client accounts. GWP maintains confidentiality of client information and has a privacy policy in place to protect customer data. For more information, clients can contact Kevin Lyons, Chief Compliance Officer, at (941) 316-0282.