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

NASDAQ

The Davis Family opens the NASDAQ Stock Market on Friday, May 12, 2000

FORTUNE

The Davis Family featured in FORTUNE magazine's Investor's Guide 1999

KIDpreneurs

Taylor & Duane Davis II in Black Enterprise magazine feature

Jesse Jackson

The Davis Family with Jesse Jackson at the 1998 COBI Conference

Generational Wealth

One of Taylor Davis' first speaking engagements at a COBI Conference

Black Enterprise

COBI featured in Black Enterprise magazine

American Legacy

Crossing Generations: The Davis Family featured in American Legacy magazine

The Washington Post

Duane Davis I & II featured in The Washington Post alongside Jesse Jackson

Money Talks

Taylor & Duane Davis II featured on the cover of Money Talks magazine

Money Matters

The Davis Family featured in the Winston-Salem Journal

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!