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TaxInvestmentPersonal CFO

Unique, Integrated, and Innovative Approach
to Preserve, Sustain, and Enhance Wealth

Discover our Difference

Simplifying Complex Solutions Since 2006

At Generations Wealth, our goal is to challenge you to think differently about your wealth. We know how difficult it can be to view your financial picture objectively, which is why our team of professionals will share an impartial perspective as we encourage you to prioritize what is most important to you.

Whether you’re a recent college graduate or a successful business owner, we have the experience and capabilities to address the details of your finances so you can live life fully. Through a focused and efficient planning process, our recommendations are designed to help grow, protect and transfer your wealth.

Let’s Build a Connection
To Help You Thrive Financially and Personally

Based in Cincinnati, Ohio, our independent, customized solutions establish trusted relationships with clients across the United States. No matter where you are located, we are dedicated to helping you build wealth, knowledge, confidence, and peace of mind in your overall financial success.

Learn About How We Can Help Clarify the Complex

Discover Our Services

A Team of Experienced Professionals
Committed to Your Financial Well-Being

Get to Know the Generations Wealth Team

Schedule Time to Meet With Us

Pamela Clark, CPA, CFP® Photo

Pamela Clark, CPA, CFP®

Founder & CEO
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Pamela Clark headshot

Pamela Clark, CPA, CFP®

Founder & CEO

Pamela is the founder, CEO, and the lead client advisor of Generations Wealth. With 25 years of experience in the financial services world, Pamela leads a team that embraces a personalized, holistic approach to wealth and financial management.

Pamela enjoys developing and maintaining relationships, making connections, and creating solutions using her knowledge and experience in financial planning, tax strategies, and building investment portfolios. She believes it’s important to set up a disciplined system of maintenance and communication to keep plans fresh and relevant.

A long-term client said “There are two things that set Pamela apart. First is her desire to creatively problem solve. Most of my assets are invested non-US start-ups. Rather than shy away from ever-changing foreign banking, disclosure and tax laws, she embraced the challenge so I could pursue my unique investment and charitable interests. Second is her extraordinary capacity to listen and care for people. My children and parents all have meaningful, trusting relationships with Pamela. This is essential in handling the ‘multi-generation’ transfer of wealth."

Pamela graduated magna cum laude from the University of Cincinnati with a bachelor’s degree in business administration in accounting. Her career began at Deloitte in audit and tax before she ventured into the Registered Investment Advisory world.

When she isn’t working, Pamela’s activities include traveling, exercising, gardening, and attending church with her family.

** The CFP® certification is granted by Certified Financial Planner Board of Standards, Inc. (CFP Board). To attain the certification, the candidate must complete the required educational, examination, experience and ethics requirements set forth by CFP Board. Certain designations, such as the CPA, CFA and others may satisfy the education component, and allow a candidate to sit for the CFP® Certification Examination. A comprehensive examination tests the candidate’s ability to apply financial planning knowledge to client situations. Qualifying work experience is also required for certification. Qualifying experience includes work in the area of the delivery of the personal financial planning process to clients, the direct support or supervision of others in the personal financial planning process, or teaching all, or any portion, of the personal financial planning process. CFP® professionals must complete 30 hours of continuing education accepted by CFP Board every two years.



Shawn Clark Photo

Shawn Clark

Operations & Technology
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Shawn Clark headshot

Shawn Clark

Operations & Technology, Principal

Shawn oversees operations of the firm including implementing strategic technology initiatives, managing compliance, and portfolio trading. With his passion for people and technology, Shawn is motivated by developing and maintaining a service that benefits the lives of our clients.

For 25 years, Shawn has managed complex and global technical operations for Fortune 500 companies, including The Nielsen Company and Anthem, where he oversaw the execution of large-scale business systems that drove efficiency and automation. His talent and experience for thinking strategically are valuable assets for Generations Wealth.

Shawn holds a bachelor’s degree in computer science from the University of Cincinnati.

Shawn values spending time with his wife, Pamela, his partner in life and in business. Together, they have two children and as a family are active at Crossroads Community Church. Shawn also enjoys running, golfing, cooking, is a "car guy" and all things car detailing.


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Ashley Huxel

Wealth Manager
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Ashley Huxel

Wealth Manager

Ashley simplifies the complex financial lives of our Personal CFO Clients by providing sound guidance and tailored service. Her role is a blend of relationship management and project management. Ashley reflects, “It’s a goal of mine to make our clients feel a sense of relief that we’re managing their complete financial picture.”

A graduate of Liberty University, Ashley earned her bachelor’s degree in broadcast communications and minored in cross-cultural studies. She subsequently obtained an executive certificate in financial planning from the Xavier University Leadership Center. Before joining Generations Wealth, she worked as a private banker, bank officer, and securities-licensed sales associate with Fifth Third Private Bank where she managed over 95 high-net-worth households.

Ashley and her husband, Brent, live in Sycamore Township with their four young children. They love exploring the outdoors, swimming, travel, and quality time with their large extended family. Additionally, they regularly volunteer with their church and with various local outreach ministries. Ashley has a passion for mentoring at-risk youth and cross-cultural travel and ministry.


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Greg Calvin, Jr.

Tax Manager
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Greg Calvin, Jr. headshot

Greg Calvin, Jr.

Tax Manager

Greg prepares tax projections, ensures our clients are tax compliant and informed on changes to the tax code, and he researches new tax strategies.

Because tax planning, financial planning, and investing are intertwined, Greg proudly maintains the ability to understand how these elements affect each other. As such, he works closely with our clients to provide informed and educated advice.

A graduate of the University of Wisconsin - Milwaukee, Greg has a degree in accounting from the School of Business Administration. He has worked in the financial services field since 2007 and is someone you can rely on for well-researched and accurate information.

Greg enjoys spending time with his wife and two children. Together, they often travel, including taking road trips to explore regional destinations. Greg is also passionate about hiking and socializing with friends.


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Steve Tsuchiya

Investment Manager
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Steve Tsuchiya headshot

Steve Tsuchiya

Investment Manager

Steve designs investment portfolios and educates our clients on the markets, the economy, and the firm’s investment philosophy, via one-on-one meetings and essays. Steve communicates complex financial concepts in an understandable way, and he appreciates learning about our clients’ lives and aspirations.

Steve has a bachelor’s degree in history from The Ohio State University where he studied business history with a focus on the development of financial institutions. Prior to joining Generations Wealth, he worked as a senior investment specialist with Fidelity Investments and as an investment advisor with J.P. Morgan Private Bank.

Outside of the office, Steve races sailboats, collects and reads books, and writes history (published works include Winging It: Oracle Team USA’s Incredible Comeback to Defend the America’s Cup). Steve serves as chairman of the selection committee of the America’s Cup Hall of Fame and is a member of the steering committee of The Sailing Museum in Newport, Rhode Island.


Brooke Maglich Photo

Brooke Maglich

Wealth Advisor & Data Manager
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Brooke Maglich

Wealth Advisor & Data Manager

Brooke provides our clients with meaningful information regarding their personal and business finances. She works to aggregate account information, categorize transactions, reconcile bank statements, and prepare personal financial statements for our clients. Additionally, she aids in creating and reviewing investment performance reporting, as well as helping to maintain all financial account data in our reporting and trading software.

A detail-oriented planner by nature, Brooke organizes and presents financial information in a user-friendly way. She graduated from Miami University with a bachelor’s degree in business, studying accounting and marketing. Prior to joining the Generations Wealth team, Brooke was a financial software implementation consultant.

Outside of work, Brooke is fond of traveling to new places, running outdoors, making pottery, and spending time with family.


Laura Vermeil Photo

Laura Vermeil

Office Manager
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Laura Vermeil

Office Manager

Laura’s duties, as office manager, include maintaining the office space, human resources, schedule coordination, and bookkeeping. In her client-facing role, she establishes our clients’ accounts and other account service-related requests such as money movement. She also supports the tax department by managing client tax documents and facilitating client tax return processing. Laura has a pulse on the day-to-day operations of Generations Wealth and is always happy to help our clients.

Laura has a Bachelor of Science in accountancy from Miami University. She started her career as an audit associate at a large public accounting firm but switched gears along the way to explore other interests. Prior to working at Generations Wealth, Laura stayed at home with her three children and ran her own part-time freelance photography business. Laura has returned to her accounting roots to offer value to the Generations Wealth team. She is also a certified notary public for the State of Ohio.

Laura lives in Loveland, Ohio with her husband Troy and their three children. She relishes spending time with family, exploring her creative side through photography and cooking, and staying connected to friends by participating in a women’s running group.


Building an Authentic and Empowering Relationship
To Enhance Your Financial Wellness

For over 14 years, Generations Wealth, LLC has consistently taken advanced financial ideas and translated them into straightforward, simplified strategies for individuals to succeed. Throughout our relationship, you’ll discover that our strength is working with you no matter how intricate and complex your financial situation may seem.

As a Firm, We Believe In

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Enhancing your expertise as your trusted advisor in building and maintaining wealth.

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Optimizing the tight relationship between Taxes and Investments

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Being an advocate for your financial circumstances.

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Offering reliable, technology forward solutions to monitor your plan and assets.

We’re Dedicated to Helping You
Reach Your Full Potential

You want your financial plan to give you peace of mind. We do the heavy lifting of developing and maintaining a plan so you can apply your energy towards the things you love most.

See How We Can Help

Taking Complexity to Simplicity Is the Key

Life Can Be Complicated,
Managing Your Wealth Doesn't Have To Be

With years of gaining insight working with our clients, we have a number of strategies and solutions that enhance your probability of success in reaching your goals. From addressing your spending and saving habits to developing a legacy for future generations, we have the knowledge and experience needed to assist with every aspect of your financial life.

Our Holistic Services Include:

Tax Strategies

Planning

Gathering data, providing tax projections, and developing client-specific strategies from a tax optimization perspective.

Management

Managing tax data and payments, in addition to analytically reviewing your annual changes across years and projections.

Reporting

Preparing and delivering your tax return.

Investment Strategies

Planning

Assessing risk, time horizon, and goals before generating an appropriate investment recommendation.

Management

Implementing and managing the investment plan including tax-loss harvesting and rebalancing.

Reporting

Providing detailed and timely information of your portfolio.

Personal CFO Solutions

Planning

Execution of the complete financial planning process. Financials modeled will be delivered via MoneyGuidePro.

Management

Coordination of your financial activities including password management at financial institutions and Quicken/Quickbooks for all your accounts.

Reporting

Preparation of complete end-to-end financial statements for use in cash-flow management, budgeting, strategic planning, etc.

Empowering You to Discover the Meaning Behind Your Wealth

From accumulation to distribution and conservation, we work with clients of all ages and phases of wealth in order to address what matters. We’re here to ease the frustrations that may come with planning by providing solutions that are straightforward and easy to understand.

Learn How to Get Started

What Generations Wealth Services Include

Tax


Blueprint
Compass 7500
Compass 35000
Cornerstone
Concierge

Planning



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TBD

Management




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TBD

Reporting


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TBD

Investment


Blueprint
Compass 7500
Compass 35000
Cornerstone
Concierge

Planning

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TBD

Management

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TBD

Reporting

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TBD

Personal CFO Services


Blueprint
Compass 7500
Compass 35000
Cornerstone
Concierge

Planning



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TBD

Management



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TBD

Reporting



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TBD

Tax


Planning
Management
Reporting

Blueprint




Compass
7500



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Compass
35000

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Cornerstone

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Concierge

TBD
TBD
TBD

Investment


Planning
Management
Reporting

Blueprint

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Compass
7500

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Compass
35000

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Cornerstone

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Concierge

TBD
TBD
TBD

Personal CFO Services


Planning
Management
Reporting

Blueprint




Compass
7500




Compass
35000

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Cornerstone

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Concierge

TBD
TBD
TBD

Blueprint

Automated Investment Management

Compass 7500

Managed Investments and Tax Return Preparation

Compass 35000

Personalized Investment Management, Tax Planning & Return Preparation and Select Personal CFO Services

Concierge

Customized Solutions to Meet Your Unique Needs

What This Means For You

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This package includes the GW standard service item described here.

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This package includes the GW standard service item described here with additional enhancements that are only available at certain retainer fee levels.

For example, the Enhanced Investment Management option includes the ability to customize portfolios and target allocations. You may choose to integrate tax location strategies and outside account management into the overall investment management strategy and reporting that Generations Wealth administers.

Discover More About Getting Started

Pricing & Services Model

Generations Wealth has created 4 unique opportunities to experience our process. This collaborative program will guide you in clarifying your highest priorities. Over the course of a number of meetings, we will develop a plan with action items that focus on your aspirations, not simply your investments.

Each package includes the following:

Service Tier

Blueprint

Service Line

Automated Investment Advisor

Minimum Assets

$0

Maximum Assets

Unlimited

Fee Calculation
(% of Invested Assets)

0.75%

Minimum Fee

$0

Maximum Fee

$6,000

Financial Point of Optimization Above

$800,000+

Setup Fee

$1,500

Learn More

Service Tier

Compass

Service Line

Managed Investments

Minimum Assets

$0

Maximum Assets

Unlimited

Fee Calculation
(% of Invested Assets)

0.75%

Minimum Fee

$7,500

Maximum Fee

$75,000

Financial Point of Optimization Above

$10,000,000+

Setup Fee

$1,500 - $5,000

Learn More

Service Tier

Cornerstone

Service Line

Personal CFO

Minimum Assets

$0

Maximum Assets

Unlimited

Fee Calculation
(% of total Assets)

0.50%

Minimum Fee

$35,000

Maximum Fee

$100,000

Financial Point of Optimization Above

$22,000,000+

Setup Fee

$5,000

Learn More

Service Tier

Concierge

Service Line

Tailored

Minimum Assets

$0

Maximum Assets

Unlimited

Fee Calculation

Negotiated

Minimum Fee

$1,000

Maximum Fee

$50,000

Financial Point of Optimization Above

N/A

Setup Fee

$0 - $5,000

Learn More

Interested in Getting Started?

Schedule a Call to Begin

Using a Proprietary Process
To Sustain Your Wealth Across Generations

We’ll Work With You
To Protect and Build Your Wealth

Our goal is to set you and your loved ones on a path toward a sound financial future. By using a team-based approach, we put our combined decades of experience into addressing your unique needs. As we listen to your personal goals and specific concerns, we’ll work towards achieving financial clarity and the quality of life you desire.

Our Planning Process

Step 1

Listen & Engage

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We’ll begin by getting to know you and discussing your personal and financial interests and goals.

Step 2

Discovery

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Once we’re better acquainted, our team will identify your goals, current financial situation, risk tolerance, and other factors that may be unique to you.

Step 3

Analyze

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Our advisors will determine if your current course of action or potential alternatives maximizes the potential for meeting your goals.

Step 4

Design

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We will develop the finalized plan based on the results of the analysis and collaboration.

Step 5

Present

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We will meet with you to discuss our recommendations in detail.

Step 6

Implement

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We’ll put to work the strategies our team and professional partners have carefully designed to support your unique aspirations and financial goals.

Step 7

Monitor, Adjust & Communicate

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Our team will monitor and manage your strategy. Periodically, we’ll consult with you to discover changes in your life and other factors that may spur adjustments to the strategy.

For a More Detailed Roadmap

View the CFP Planning Process

Interactive Tools

In addition to our ongoing communications, our process includes capabilities that allow you to explore different financial strategies to better understand the trade-offs and benefits of each approach. You’ll have access to your online account for a comprehensive view of account balances, asset allocation and more.

Schedule a Complimentary Consultation

Insightful Articles

Thoughts from the Generations Wealth Team

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For Current Clients

Proudly Serving

Cincinnati, OH | San Francisco Bay Area, CA | Nationally

Connect With Us

While we are based in Cincinnati, Ohio, we enjoy meeting with clients in person or virtually, depending on your needs and preferences. Schedule a consultation or fill out the submission form below to get started. We look forward to working with you.

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