Insights

Target Client Segment Generations Wealth Advisors primarily serves individuals approaching retirement, representing a demographic with specific financial planning needs, making them an ideal target for advanced retirement and estate planning solutions.

Growth Potential With an estimated revenue between 10 and 25 million dollars and a small team of 2-10 employees, the firm shows potential for scalable technology and service enhancements to support growth and attract additional high-net-worth clients.

Technology Adoption The company's use of modern tools such as Google Analytics, Cloudflare, and FMG Suite indicates openness to digital solutions, presenting opportunities for sales of client engagement platforms, analytics tools, and cybersecurity services.

Market Positioning Located in a competitive financial services landscape with large firms like Charles Schwab and Fidelity, there is scope for targeted fintech solutions or marketing services that can help differentiate their offerings.

Partnership Opportunities As an independent firm with affiliations and a focus on personalized retirement planning, Generations Wealth Advisors could benefit from strategic partnerships with products in estate planning, tax optimization, or insurance solutions to expand their service portfolio.

Generations Wealth Advisors Tech Stack

Generations Wealth Advisors uses 8 technology products and services including Cloudflare CDN, Cloudflare, FMG Suite, and more. Explore Generations Wealth Advisors's tech stack below.

Cloudflare CDN

Content Delivery Network

Cloudflare

Content Management System

FMG Suite

Content Marketing

Google Maps

Maps

HSTS

Security

Google Tag Manager

Tag Management

Vimeo

Video Players

Google Analytics

Web Analytics

Generations Wealth Advisors Email Formats	Example	Percentage
First@goldenyearsadvisors.com	John@goldenyearsadvisors.com	83%
First.L@goldenyearsadvisors.com	John.D@goldenyearsadvisors.com	17%

Generations Wealth Advisors Email Formats

Example

Percentage

First@goldenyearsadvisors.com

John@goldenyearsadvisors.com

83%

First.L@goldenyearsadvisors.com

John.D@goldenyearsadvisors.com

17%

Frequently Asked Questions

Where is Generations Wealth Advisors's headquarters located?

Generations Wealth Advisors's main headquarters is located at 1601 Jones Franklin Road Suite 102 Raleigh, North Carolina 27606 United States. The company has employees across 1 continents, including North America.

What is Generations Wealth Advisors's phone number?

You can contact Generations Wealth Advisors's main corporate office by phone at

+1-919-755-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Generations Wealth Advisors's official website and social media links?

Generations Wealth Advisors's official website is generations-wealth.com and has social profiles on LinkedIn.

What is Generations Wealth Advisors's NAICS code?

Generations Wealth Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Generations Wealth Advisors have currently?

As of February 2026, Generations Wealth Advisors has approximately 8 employees across 1 continents, including North America. Key team members include Company Owner: T. Y.Owner And Financial Advisor: J. Y.Owner: J. Y.. Explore Generations Wealth Advisors's employee directory with LeadIQ.

What industry does Generations Wealth Advisors belong to?

Generations Wealth Advisors operates in the Financial Services industry.

What technology does Generations Wealth Advisors use?

Generations Wealth Advisors's tech stack includes Cloudflare CDNCloudflareFMG SuiteGoogle MapsHSTSGoogle Tag ManagerVimeoGoogle Analytics.

What is Generations Wealth Advisors's email format?

Generations Wealth Advisors's email format typically follows the pattern of First@goldenyearsadvisors.com. Find more Generations Wealth Advisors email formats with LeadIQ.

When was Generations Wealth Advisors founded?

Generations Wealth Advisors was founded in 1997.

Generations Wealth Advisors

Q: How many employees does Generations Wealth Advisors have currently?

Generations Wealth Advisors has approximately 8 employees.

Q: What technology does Generations Wealth Advisors use?

Generations Wealth Advisors's tech stack includes Java, Font Awesome, Amazon S3, JSON-LD, Google Maps.

Financial ServicesNorth Carolina, United States2-10 Employees

Jim Yent, Teresa Yent, and Jake Towles are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. Also, Kyle Beals is a registered non-solicitor of USA Financial Securities Corp., member FINRA/SIPC. A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Generations Wealth Advisors is not affiliated with USA Financial Securities Corp.

Please review a copy of our Commenting Guidelines at: https://www.usafinancial.com/investors/commenting-guidelines

We work predominantly with individuals as they approach retirement and begin enjoying their "golden years." We appreciate your unique needs and desires for your retirement. We excel at assisting our clients in building a personal Financial Road Map to meet their changing priorities in the areas of cash flow planning, investments, estate, tax, insurance, and asset protection.

Insights

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