GenEra Wealth

GenEra Wealth is an independent investment adviser registered in Colorado. This channel works through the financial decisions families actually run into, in plain language.

Most of it covers the parts people get wrong because nobody explained them: how financial aid is really calculated and when it's too late to change it, what the 2026 rules did to 529s and student loans, and why account titling quietly undoes what estate documents say.

Nothing here is advice. These are general explanations, and they don't account for your situation, your tax position or what you're trying to do. We don't discuss individual securities and we don't make recommendations on this channel. Advice happens under an advisory agreement, once we understand your circumstances.

GenEra Wealth, LLC is a state-registered investment adviser in Colorado. It may only transact business in states where it is registered or excluded from registration. Registration does not imply a certain level of skill or training.