# Generational Wealth Management

Generational Wealth Management is a Bank / Wealth / Trust based in Coeur D'Alene, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Coeur D'Alene, United States
- **Region:** North America
- **Address:** 244 East Main Avenue, Zeeland, MI 49464, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** gen-wealth.com
- **LinkedIn:** https://www.linkedin.com/company/davidwilsongenwealth

## About

David L. Wilson, a CFP®, established Generational Wealth Management in 2004 in downtown Zeeland, Michigan. The firm functions as a registered investment advisor with a client roster that is, by its own disclosure, over ninety percent retirees — a narrow focus rare among RIAs of its size and geography. The practice has grown from a single office to a footprint spanning four Indiana locations, including South Bend and Brownsburg, signaling an interstate client-acquisition path anchored in the upper Midwest. Generational Wealth deploys capital through discretionary asset management, financial planning, and tailored retirement-income strategies. The firm does not publicly disclose specific portfolio holdings, but its public materials emphasize hedging against outliving income, mitigating inflation risk, and addressing taxation and healthcare costs — the classic concerns of mass-affluent and high-net-worth retirees. The advisory model incorporates portfolio management, estate planning, and income structuring rather than venture-style or direct private investments. Managing Shareholder David Wilson leads a compact team that includes Schyuler J. Wilson and Randall S. Nederveld, a CPA®. The firm lists no additional investment committee or external advisory board. The firm maintains a dual-registration posture typical of hybrid RIAs, though no separate broker-dealer affiliation is explicitly stated on its website. Generational Wealth's most telling structural differentiator is its self-imposed demographic concentration. By operating with a client base overwhelmingly composed of retirees, the firm's asset-allocation models, risk frameworks, and even its geographic expansion into Indiana retirement markets are dictated by a single, shared set of decumulation-phase variables. That narrows the firm's potential client universe but reduces the complexity and model variance that broader RIAs must manage — a trade-off that defines its operating identity.

## Offices

- South Bend, IN, United States
- Goshen, IN, United States
- Brownsburg, IN, United States

## People

- David L. Wilson — Managing Shareholder
- Schyuler J. Wilson — Financial Advisor
- Randall S. Nederveld — Financial Advisor

## Related profiles

- [General Global Capital](https://altss.com/profile/general-global-capital)
- [Generation Partners](https://altss.com/profile/generation-partners)

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Last updated: 2026-08-11T02:43:31.692Z

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