Field	Details
Company Name	Generations Wealth Partners
Website	wealth4generations.com
Founder(s)	Ian Weiner, CFP®, Co-Founder & Lead Advisor — Our Team
Services	• Financial Planning • Investment Management (Real Estate, Private Equity, Public Securities) • Cash Flow & Liability Management • Estate Planning & Elder Law (via Generations Legal Group) • Business Planning & Exit Strategy • Risk Management & Insurance • Retirement Planning • Tax Planning & Preparation • Real Estate Strategy & Investment — Learn more
Team Size	Lean firm — advisors include Ian Weiner and Todd Whatley (JD, CELA*) — Meet the Team
Tech Stack	Not publicly listed — consider adding client portal, CRM, analytics tools
Testimonials	“Ian is hands down the best investment I’ve made lately... he’s brilliant both financially and interpersonally…” Positive feedback for Todd Whatley’s elder-law guidance — Read more
Social Links	Not listed on the site — adding LinkedIn, X/Twitter, Facebook, or Instagram could boost discoverability
Internal Links	About Areas of Practice / Services Our Team Contact Us Form CRS (Regulatory Disclosure)