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GenThreeWealth

Services

Three ways to work with GenThree. Pick the one that matches what you need right now.

Each engagement is scoped and priced before you commit. Start with whichever question below sounds like yours.

You pay GenThree directly for the analysis and advice it provides.

  • No AUM fee
  • No commissions
  • No product sales
  • No custody

GenThree Wealth

“I need the whole picture.”

Wealth Roadmap

$2,000–$3,000 · 90-day engagement

Establishes your complete household financial architecture — how the pieces fit together and what should happen next.

Explore Wealth Roadmap

“I need to make one important decision.”

Decision Playbook

$400–$600 · 72 hrs after complete intake

Resolves one bounded, consequential decision — fully analyzed, not guessed at.

Explore Decision Playbook

“I already have the architecture. Keep it current.”

GenThree Partnership

$150–$300 · / month, ongoing

Maintains, updates, and compounds your architecture as your life changes.

Typically follows a Wealth Roadmap.

Explore GenThree Partnership

Still not sure which one fits?

The Financial Clarity Assessment is a fast, no-cost way to find out where you actually stand — and which engagement makes sense from there.