Start the conversation.


Our Mission

Our goal is to help families and individuals to become more informed about financial decisions and life planning by sparking conversation within families, communities, and friends.  We are all about family and believe that conversations about finance should be fun!  


What We Offer

Generational Wealth is a conversation.  We aim to speak and share our knowledge with the community through various events and platforms.  Contact us to learn more or to book us for an event!

Scroll down to view some of our previous accomplishments within the financial industry and events across the nation!

For us, finance has always been a family affair!
— Taylor Davis, Consultant

What We've Achieved

For reference: For us, finance is a family affair. COBI stands for the Coalition of Black Investors and it was founded in the 90's by Carol & Duane Davis. Generational Wealth is the next step!