Wisdom for Today. Legacy for Tomorrow.

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

“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 preserve their wealth for generations, while those who don't 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 nearly half of families with estates valued at $3 million or more do not have comprehensive estate plans. The Generational Wealth Blueprint is more than just a financial guide; it’s a roadmap to creating a financial legacy that spans generations. Combining expert 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

01

Unveiling the journey of generational wealth

02

Passing on education and value

02

Passing on education and value

03

The 5-point generational wealth plan

03

The 5-point generational wealth plan

04

Including the extended family in the plan

04

Including the extended family in the plan

05

Setting up a family foundation

05

Setting up a family foundation

06

Working with financial professionals

06

Working with financial professionals

07

Staying the course

07

Staying the course

About the Collaborators

The Collaborative Advisor Network (CAN) is an elite alliance of visionary financial professionals united by one mission: to empower families and communities to build wealth that lasts.

Founded by top financial advisors spanning across the country, all with different broker-dealers and RIAs, the team behind The Generational Wealth Blueprint includes George B. Thompson, Chris Puffer, Dr. R. Scott Pyle, Tony Moreno, Jr., ChFC®, and Damon Adcock. CAN 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 

Chris Puffer

Senior Partner Creative Capital Group at Money Concepts 

Dr. R. Scott Pyle

Founder & CEO at
Pyle Financial 

Tony Moreno, Jr. Chfc®

Partner/Director Estate and
Business Planning at Fortiv

Damon Adcock

Chief Culture Officer at
Pyle Financial Services