About | Generations Wealth Partners

about

Why Generations Wealth Partners?

Discover the unique benefits and personalized approach that set Generations Wealth Partners apart. Learn how our expertise, commitment, and client-focused strategies can help you achieve your financial aspirations.

Our Mission

At Generations Wealth Partners, our mission is to empower you to craft a financial legacy that spans generations. We specialize in creating wealth strategies that not only meet, but exceed the aspirations of our clients. From pre-retirees to families and business owners, we provide the expertise to grow, protect, and preserve your wealth in a way that honors your values and life's work.

Our Vision

We see a future where every individual has the opportunity to establish a lasting legacy. Our vision is to be the leading firm that clients trust to navigate the complexities of wealth management. Through our comprehensive services, we aim to ensure that your financial well-being supports not just a lifetime, but a lineage.

Our Commitment

Your trust is the foundation of our partnership. We are committed to transparency, integrity, and unwavering support. Our goal is for you to feel confident and secure, knowing that your wealth is managed with expertise and care.

Our Team

Generations Wealth Partners is led by a duo of seasoned experts:

Todd Whatley
Certified Elder Law Attorney

Ian Weiner
Certified Financial Planner ™

Supported by a team of specialists, they bring depth, diversity, and dedication to every client relationship.

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Our Invitation

Join us at Generations Wealth Partners, where your financial journey is honored, your legacy is safeguarded, and your future is bright. Let's build a testament to your life's achievements that will endure for generations to come.

Meet The Team

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.

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