Generations Wealth Partners

services

Areas of Practice

With you at the helm of your financial journey, our role is to provide the expertise, resources, and support needed to turn your vision into reality. Together, we'll grow your assets, protect your wealth, and ensure its preservation for the generations that follow. Your aspirations, your legacy, our shared mission.

Cash flow / Liabilities

Circle Decoration in Shop Products Block

Cash Flow planning is critical to maintaining your standard of living and optimizing taxes. Managing liabilities thoughtfully is a critical component of financial planning

investment management

From Real Estate to Private Equity, as well as publicly traded securities, and risk management solutions, we help you find the right solutions.

taxes & Estate Planning

Rectangle Decoration in Buy Gift Cards Block

Preparing taxes is one thing, planning to minimize lifetime and Estate taxes is another. Don't overpay the IRS or miss out on every opportunity to save on taxes and instead reinvest in your retirement, community, family or the charitable organizations you care about.

View All

Services

How We Help

Explore the wide range of tailored financial solutions offered by Generations Wealth Partners. From investment management to retirement planning, our services are designed to meet your unique needs and secure your financial future.

Financial Planning

From College Funding to Retirement Planning, Legacy Planning and Multi-Generation strategy, we can do it all under one roof.

Investments

Investment management at Generations Wealth Partners is more than just portfolio allocation; it's about aligning your investments with your life’s ambitions. We believe in creating investment strategies that not only grow your wealth but also resonate with your values and long-term objectives. Learn More

Cash & Liability Management

Managing Cash Flow is critical to the success of any financial or business plan.
We help you create a process that enables easier decision making in every area.

Estate Planning & Elder Law

With comprehensive Estate Planning and Elder Law offered by our partner firm, Generations Legal Group we’ll stand by your side every step of the way as you create your legacy.

Business Planning & Exit Strategy

From formation to succession and exit planning, we help our clients maximize their financial capital and minimize their tax obligations with proactive strategies and guidance.

Office work - 2 people looking at a folder

Risk Management & Insurance

Risk Management is the cornerstone of any financial plan. We’ll help you cover everything from disability to liability, life and long term care, and anything in between. We’ll help you understand your portfolio, and make sure you’re not taking too much market risk for your tolerance or capacity.

Retirement Planning

Let’s call it Financial Independence. Determine your vision, creating income, claiming Social Security, managing taxes and planning your portfolio are the easy parts. Living well and making the most of your most precious asset - your time - that’s the real challenge. Are you up to it?

Tax Planning & Preparation

Tax preparation focuses on reducing current year taxation (micro planning). Tax planning considers lifetime taxation, and seeks to minimize lifetime taxation. (Macro planning). We help you do both, so you pay your fair share, but don’t leave a tip.

Real Estate Strategy & Investment

Many advisors overlook this important asset class because they can’t bill on privately held assets. We focus on planning first, not billing. Whether you’re looking to liquidate a portfolio in the most tax efficient way, or diversify your portfolio with Opportunity Zones or Private RE Investments.

Let's Talk

our process

Take control of your financial future in 3 simple steps

20 Minute Clarity Call

You wouldn’t hire a Podiatrist if you needed heart surgery, would you? We’ll have a quick no pressure phone conversation to determine if we’re the right specialist to help you at this stage. If we’re not the right fit, we’ll introduce you to the right partner for you, at no charge. Seriously.

Peace of Mind Strategy Report

We’ll request some specific data and ask a few clarifying questions to create a detailed report that tells you two things: 1. Where you are NOW, and what will happen if you keep doing what you’re doing. 2. Where we can go together, if we decide it makes sense to work with us.

Explanation & Implementation

We’ll explain our finding in plain english and show you - in dollars and cents, what outcomes we can expect if we decide to work together, and exactly what it will cost to achieve those goals. We’ll outline specifically what working together looks like, and discuss our service model so there are no surprises.

Get Started

Testimonials

What Others Are Saying

"I would mislead you if I said I work with Ian Weiner, CFP. I'm retired. I don't work. Ian does. More importantly, Ian only knows how to work one way...being connected. He's connected to his clients. Yes, he manages my financial portfolio; but he KNOWS me. He knows everything going on with me, he knows my family. Heck, he knows my friends. Ian is my financial dude, and being connected to me gives him a clarified plan of how to handle my financial world. You want Ian to understand your money, give him the opportunity to understand you. You won't be sorry."

Burma C.

"My husband and I consulted with Mr Whatley regarding updating a trust. After reviewing our information and wishes, he recommended a much more simple and cost effective solution (beneficiary deed, POA etc). He and his staff made us feel at ease and made sure we understood the issues. It was clear that he was recommending an approach that was in our best interest—which was not the approach that would generate the most fees. Not only is he highly knowledgeable in elder law and areas such as healthcare directives, and guardianship, but his ethical standards are impeccable. We think Todd Whatley and his staff are the best in elder law in NWA."

Janet T.

"Ian is hands down the best investment I’ve made lately - both personally and professionally. I knew I needed help when I first called him, but didn’t expect him to ask about what REALLY matters to me. The guy is brilliant both financially and interpersonally - he’s a great listener, keeps things relevant, has clever ideas, and knows me well enough to make the right decisions when it matters."

Mark D.

Generational Wealth Partners

Address

2701 SE J St Suite 109
Bentonville, AR 72712

Contact

(479) 601-4119
ian@wealth4generations.com

About Areas of Practice Our Team Contact Us

Information contained herein is intended for informational and entertainment purposes only, and should not be considered investment, tax, legal or other advice. EXOS WEALTH STRATEGIES, LLC does not offer Tax or Legal Advice

Generations Wealth Partners does not offer Tax or Legal Advice

Investment advisory services offered only by registered individuals through EXOS Wealth Strategies, LLC (EXOS) The firm is a registered investment adviser with the state of Texas, Arkansas, Florida, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.The scope of financial planning and consulting services depends on a client’s needs and may be adjusted per any specific request.

EXOS does not serve as an attorney, accountant, or insurance agent. EXOS does not sell insurance products or prepare legal documents or tax returns. Additional services may be provided through an EXOS partner of their licensed capacity, fee structure, and set of terms and conditions.

Please contact admin @ exoswm.com for general questions or to request a copy of our prospectus.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Grow, Protect and Preserve Your Wealth For Generations