What are the opening hours?

Monday 8am - 4:30pm Tuesday 8am - 4:30pm Wednesday 8am - 4:30pm Thursday 8am - 4:30pm Friday 8am - 4:30pm

Generational Wealth Management

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United States
Erie, PA
Generational Wealth Management

We are dedicated to building and preserving generational wealth and financial security.

09/01/2026

🎉 Celebrating an Incredible Milestone! 🎉

Today, we're proud to recognize our partner, Adam, on his 29-year anniversary with Northwestern Mutual and 6 years with GWM.

Throughout his career, Adam has demonstrated exceptional leadership, unwavering dedication, and a genuine commitment to helping clients achieve financial security and success. Over the past six years, his contributions to GWM have helped strengthen our team, elevate our client experience, and shape our firm's continued growth.

Adam, thank you for the passion, expertise, and integrity you bring to our organization every day. We are grateful for your partnership and honored to celebrate this remarkable milestone with you.

Please join us in congratulating Adam on 29 outstanding years of service and leadership! 👏

08/31/2026

👋 Meet the Team

We’re excited to continue our weekly spotlight by introducing Pam Holzer 👏

Pam has been an integral part of GWM for 16 years, bringing consistency, expertise, and a truly client-first mindset to everything she does. In her role, she oversees the opening of new investment accounts, processes account movements and transfers, and ensures timely, accurate service for both clients and prospects.

Pam holds her Life, Accident & Health (LAH), Series 6, 7, and 63 licenses, along with the RICP® (Retirement Income Certified Professional®) designation. This credential focuses on specialized strategies for creating sustainable retirement income, helping clients confidently transition from saving to spending in retirement.

Beyond her credentials and responsibilities, Pam is truly the backbone of our office. She keeps everything running smoothly and approaches everything with patience and care. Her dedication and positive presence make a meaningful impact on both our team and the clients we serve every day.

We’re incredibly grateful for Pam and all that she does. Stay tuned as we continue highlighting the people who make GWM exceptional!

08/26/2026

📚 Financial Education Spotlight 💡

This afternoon, GWM advisors John, Jay, and Maria had the opportunity to present to LECOM residents on important financial topics.

We discussed how to distinguish good debt from bad debt, how to prioritize which debts to pay off first, and the importance of starting to invest early to help prepare for retirement.

We’re proud to continue providing educational presentations that help individuals build a stronger understanding of important financial concepts.

For educational purposes only; not individualized investment, tax, or legal advice.

08/24/2026

👋 Meet the Team

Continuing our weekly spotlight, we're proud to introduce Jay Bernatowicz 👏

Jay has been with GWM for 4 years and serves as a Lead Advisor & our Director of Financial Planning. In this role, he works closely with clients to understand their financial goals, priorities, and comfort with risk, using that insight to develop customized financial plans tailored to their unique circumstances. Jay specializes in working with high-net-worth individuals and families, business owners, and young professionals, helping them navigate complex financial decisions and build strategies designed to support their long-term goals. He then collaborates with our team to implement those strategies and continuously monitor progress, helping ensure clients remain on track as their lives and goals evolve.

Jay holds the distinguished CFP® (Certified Financial Planner™), CAP® (Chartered Advisor in Philanthropy®), and CDFA® (Certified Divorce Financial Analyst®) designations. These credentials reflect advanced expertise in comprehensive financial planning, charitable and legacy planning, and financial guidance through the complexities of divorce. His specialized knowledge allows him to help clients navigate a wide range of financial situations with confidence and clarity.

In addition, Jay recently achieved another significant professional milestone by successfully passing the CLU® (Chartered Life Underwriter®) examination, demonstrating his continued commitment to expanding his expertise and delivering exceptional guidance to clients.

Jay's thoughtful approach, technical expertise, and commitment to understanding what matters most to each client make him an invaluable resource to both our clients and our team. We're grateful for the leadership and guidance he brings to GWM every day.

Stay tuned as we continue highlighting the talented individuals who make GWM exceptional!

08/20/2026

🔵 GWM In The Community 🟧

Later tonight, Grover Cleveland Elementary School will host its annual Back-to-School BBQ, and GWM was proud to contribute by donating back-to-school items for students and families attending the event.

This special event provides students and their families with the opportunity to come together before the start of the school year, enjoy a fun evening of activities, and build excitement for the year ahead.

At GWM, we believe education is one of the strongest investments in a child's future, and we are honored to contribute to efforts that help students begin the school year feeling prepared and supported.

We hope the winners enjoy their new book bangs and school supplies. We extend our appreciation to the staff, volunteers, and families who helped make the event a success. Furthermore, we're grateful for the opportunity to support initiatives that make a positive impact on local students and families.

Thank you to Grover Cleveland Elementary for allowing us to be a small part of this special event, and best wishes to all students for a successful school year ahead! 📚🎒🍎

08/18/2026

🔵 GWM In The Community 🟧

Last week, GWM proudly sponsored a tent at one of Erie’s popular 8 Great Tuesdays events!

8 Great Tuesdays is a longstanding Erie tradition that brings the community together through live music, entertainment, and waterfront fun throughout the summer season. The event provides a wonderful opportunity for local businesses, families, and friends to connect while enjoying everything Erie has to offer.

This year, members of our firm, their families, and our valued clients gathered to enjoy an evening of great conversation, food, and music. Events like these are a reminder of the strong relationships that make our community special and reinforce the importance of spending time together outside of the office.

We are grateful to everyone who joined us and helped make the evening such a memorable experience. Supporting events that strengthen our local community is something we are proud to be a part of.

Thank you to everyone who attended, and we look forward to seeing you at future community events! 🎶☀️🤝

08/17/2026

👋 Meet the Team

Continuing our weekly spotlight, we're excited to introduce Jennifer Tanner from our Bradford office 👏

Jennifer has been with GWM for 19 years and serves as our Director of Insurance Operations. With nearly two decades of experience, she plays a vital role in supporting both our clients and advisors throughout the insurance and brokerage account process.

In her role, Jennifer guides clients through every stage of their insurance needs, helping to ensure a smooth and efficient experience. She also assists with opening brokerage accounts and coordinating the necessary steps to keep processes moving seamlessly. Her attention to detail, industry knowledge, and commitment to client service make her an invaluable resource for both our team and the families we serve.

Jennifer holds her Life, Accident & Health (LAH) license, as well as her Series 6 and Series 63 licenses, demonstrating her expertise and dedication to serving clients with professionalism and care.

We're grateful for Jennifer's years of service, dedication, and the positive impact she makes every day. Stay tuned as we continue highlighting the talented individuals who make GWM exceptional!

08/13/2026

🔵 GWM in the Community 🟧

Today, GWM Partner Lucas and team member Zack attended the 22nd Annual LECOM Health Golf Scholarship Classic, with Generational Wealth Management proudly serving as a sponsor of the event.

The annual outing supports scholarships for LECOM students, helping provide financial assistance as they pursue their education and prepare for careers in healthcare.
We’re proud to support an event that invests in future healthcare professionals and gives back to our community! ⛳️🏌️‍♂️

08/10/2026

👋 Meet the Team

Continuing our weekly spotlight, we're excited to introduce Drew Auteri from our Bradford office 👏

Drew has been with GWM for 2 years and plays an important role in supporting both our advisors and clients. He participates in client meetings, takes detailed notes to help ensure a seamless planning process, assists in developing financial plans, executes trades, and works closely with client portfolios. His attention to detail and commitment to client service help drive positive outcomes for those we serve.

Drew holds his Life, Accident & Health (LAH), Series 7, and Series 63 licenses and is currently pursuing the prestigious CIMA® (Certified Investment Management Analyst®) designation.

We appreciate Drew's dedication, professionalism, and drive for continuous growth. We're excited to see all he accomplishes as he continues to develop his skills and serve our clients. Stay tuned as we continue highlighting the talented individuals who make GWM exceptional!

08/06/2026

🔵 GWM In The Community 🟧

Another shoutout this week to our own Adam Jack! This past weekend Adam helped lead Team Pennsylvania to a 28-20 victory over New York in the 53rd Annual Big 30 Charities Classic.

The Big 30 Charities Classic is a longstanding regional tradition that brings together the top recently graduated high school football players from the Pennsylvania and New York border regions. Beyond the competition on the field, the game has made a tremendous impact off the field as well, donating more than $2.2 million to local and regional charities throughout its 53-year history.

This year's charitable recipient was 5-year-old Cooper Kossack, with proceeds supporting his fight against leukemia, highlighting the event's commitment to making a difference in the lives of local families.

Adam was honored to be part of this year's coaching staff, contributing his leadership, knowledge, and passion to the team. We are proud to recognize his involvement in this outstanding event and congratulate him on a memorable victory!🏈🏆

Congratulations, Adam and Team PA!

Photo Credit: Wade Aiken

Address

305 W 6th Street
Erie, PA
16507

Opening Hours

Monday	8am - 4:30pm
Tuesday	8am - 4:30pm
Wednesday	8am - 4:30pm
Thursday	8am - 4:30pm
Friday	8am - 4:30pm

Website

http://www.gwm.nm.com/, https://www.linkedin.com/company/gwm-generational-wealth-management

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