Wisdom for Today. Legacy for Tomorrow.

Learn how experiences financial professionals build, preserve, and transfer wealth that shapes a family legacy for decades to come.

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Blue hardcover book titled 'The Generational Wealth Blueprint' leaning against a stack of gold-edged volumes.
“Here’s the most beautiful part: the actual value of generational wealth
lies not in the assets themselves but in what they represent and enable.
It’s about the peace of mind that comes from financial security.”
George B. Thompson
"True generational wealth isn't just about money—it's about passing on values, education, and beliefs that strengthen your family for generations."
Chris Puffer
"History shows that families who plan intentionally have a clearer path to preserve their wealth for future generations, while those who don't plan often lose it within a few."
Dr. R. Scott Pyle
"Setting clear goals and celebrating progress keeps families motivated and committed to their wealth-building journey."
Tony Moreno Jr., ChFC®
“Wealth carries its greatest impact when it serves others. Teaching the next generation to give and serve builds a legacy that lasts.”
Damon Adcock

About The Generational Wealth Blueprint

It’s estimated that more than half of families with estates valued at $3 million or more do not have comprehensive estate plans1. The Generational Wealth Blueprint is more than just a financial guide; it’s a roadmap to creating a financial legacy that spans generations. Combining experienced advice, practical strategies, and real-life anecdotes from top financial advisors, this book equips you with the following:

Essential Chapter Resources for Lasting Legacy

01 Unveiling the Journey of Generational Wealth
02 Passing on Education and Value
03 The 5-Point Generational Wealth Plan
04 Including the Extended Family in the Plan
05 Setting up a Family Foundation
06 Working with Financial Professionals
07 Staying the Course
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About the Collaborators

The Wealth Legacy Collective (WLC) is formed by advisors who share a common belief in collaboration, education, and purposeful financial planning for the families and communities they serve.

Spanning broker-dealers and RIAs across the country, the advisors behind The Generational Wealth Blueprint, includes George B. Thompson, Chris Puffer, Dr. R. Scott Pyle, Tony Moreno, Jr., ChFC®, and Damon Adcock. WLC unites decades of advanced planning experience, leadership insight, and purpose-driven financial stewardship.

George B. Thompson

George B. Thompson

Founder/CEO at Thompson
Wealth Management 

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Chris Puffer

Senior Partner Creative Capital Group at Money Concepts 

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Dr. R. Scott Pyle

Founder & CEO at
Pyle Financial 

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Tony Moreno, Jr. Chfc®

Partner/Director Estate and
Business Planning at Fortiv

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Damon Adcock

Chief Culture Officer at
Pyle Financial Services 

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