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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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Erie, PA
Generational Wealth Management

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

10/13/2026

🎉🎂 Happy Birthday, Marty! 🎂🎉

Today we're celebrating Marty Gaeta and wishing her a very happy birthday!

Marty is a valued member of our team whose hard work, dedication, and positive spirit make a difference every day. Her commitment, professionalism, and positive attitude help make our workplace stronger and more enjoyable for everyone.

We are grateful for all that Marty contributes and are excited to celebrate her on this special day. Please join us in wishing her a birthday filled with happiness, laughter, and all the things that bring her joy.

🎈🎁 Happy Birthday, Marty! We hope your day is as wonderful as you are! 🎁🎈

10/12/2026

🔵 GWM In The Community 🟧

This holiday season, GWM is proud to support Grover Cleveland Elementary School's Thanksgiving Break Meal Starter Kit Donation Drive.

The goal of this initiative is to help provide students and their families with meal starter kits they can take home over Thanksgiving Break. These kits contain staple ingredients that can help create warm, nutritious meals when school meals are unavailable, supporting families throughout the holiday week.

We invite our clients, friends, family members, and community partners to join us in supporting this meaningful cause. Whether you choose to donate food items, meal kit ingredients, or other requested supplies, every donation can make a difference for a local family.

To make donating even easier, GWM will be serving as a collection site for donations. Community members are welcome to drop off donations at our office, and our team will help ensure they are delivered to the school.

📍 Donation Drop-Off Information
Address: 305 West 6th St, Erie PA, 16507
Days: Monday - Friday until November 12th, 2026
Hours: 8:00 am - 4:30 pm

When dropping off donations, please ask for Marty, Kelly, or Pam, and they will be happy to assist you.

Together, we can help ensure local students and their families have access to meals and support during Thanksgiving Break. Thank you for helping us make a positive impact in our community and for supporting the families of Grover Cleveland Elementary School.

🧡🥫🍂 Every donation, big or small, can make a difference.

10/08/2026

🎉 Congratulations to Jay Bernatowicz, CLU®! 🎉

Please join us in congratulating Jay Bernatowicz on earning his Chartered Life Underwriter® (CLU®) designation!

The CLU® is one of the most respected credentials in the financial services industry, requiring extensive coursework focused on life insurance, estate planning, business planning, wealth transfer strategies, and risk management. It is designed to help advisors provide sophisticated guidance to individuals, families, and business owners navigating complex financial decisions.

Jay's commitment to continuing education and professional excellence reflects the dedication he brings to serving our clients every day. This achievement further enhances his ability to help clients protect what matters most while building and preserving their financial legacy.

We are proud of Jay's hard work and commitment to professional growth. Please join us in congratulating him on this outstanding accomplishment!

👏 Congratulations, Jay!

10/05/2026

🔵 GWM In The Community 🟧

A little over a week ago, two members of the GWM team took part in the YMCA Corporate Challenge Cup, an event that brings together local businesses and organizations through friendly competition, teamwork, and community involvement.

We are proud to recognize our own Drew Auteri and Carson Dunn who represented GWM in the race and crossed the finish line with an impressive time of 29:40.

As a proud sponsor of this year's event, GWM was honored to support an initiative that promotes wellness, teamwork, and community engagement throughout the Erie area. Events like the Corporate Challenge Cup provide a great opportunity for local organizations to connect while encouraging healthy lifestyles and friendly competition.

We are grateful to the YMCA for organizing another successful event and helping bring our community together. We're especially proud of Drew and Carson for representing GWM so well and demonstrating the dedication and teamwork that define our firm.

Congratulations, Drew and Carson, on a great race and a strong finish! 🏃‍♂️🏅👏

10/03/2026

🎉 Celebrating 4 Years with Jay Bernatowicz! 🎉

Today, we're proud to recognize Jay Bernatowicz, our Lead Advisor & Director of Financial Planning, on his 4-year work anniversary with Generational Wealth Management!

Over the past four years, Jay has been an integral part of our team's growth and success. His dedication to helping clients navigate life's financial decisions, combined with his passion for comprehensive financial planning, has made a lasting impact on the families and individuals we serve.

Jay's leadership, expertise, and commitment to delivering exceptional client experiences continue to strengthen our team every day. Whether he's developing personalized strategies, mentoring team members, or guiding clients toward their financial goals, his focus on excellence never wavers.

Thank you, Jay, for your hard work, professionalism, and the positive influence you bring to our firm. We are grateful to have you as part of the Generational Wealth Management family and look forward to many more years of success together.

👏 Please join us in congratulating Jay on this milestone!

🎉🥂👏

10/02/2026

🎉 Happy Birthday, Maria! 🎉

Today we're celebrating an incredible member of the Generational Wealth Management team, Maria!

Your hard work, dedication, and positive attitude help make our team stronger every day. We are grateful for all that you do and for the energy and enthusiasm you bring to the office.

Please join us in wishing Maria a very happy birthday filled with joy, laughter, and time spent with family and friends. We hope your year ahead is filled with happiness, good health, and continued success!

🎂🎈🎉 Happy Birthday, Maria! 🎉🎈🎂

09/30/2026

🚤 QBB Recap: Leadership, Growth & Team Success 🏆

Last week, our team had the opportunity to travel to Clayton, NY for our Network Office's Quarterly Business Builder (QBB). It was a fantastic experience filled with learning, team building, and creating lasting memories together.

One of the highlights of the event was hearing from Dennis Mosley-Williams, who shared valuable insights on creating exceptional client experiences and building meaningful relationships. His message challenged us to think differently about the way we serve our clients and the impact we can make each day.

Another proud moment for our team was seeing our Lead Partner, John, receive NM Honors for Leadership. This recognition reflects his commitment to developing leaders and fostering growth throughout our organization. Over the past quarter, John served as the lead speaker for multiple leadership and business growth meetings, helping inspire advisors and drive meaningful conversations across the Network Office. We are incredibly proud to see his efforts recognized with this well-deserved honor.

Outside of the sessions, we were able to experience the beauty of the Thousand Islands, enjoy time together as a team, and strengthen the relationships that help make our office successful.

Opportunities like these allow us to grow both professionally and personally while bringing back new ideas to better serve our clients and community. We're grateful for the experience, the knowledge gained, and the chance to spend time together in one of New York's most beautiful destinations.

09/28/2026

👋 Meet the Team

As we wrap up our Meet the Team series, we're proud to spotlight the person whose vision and leadership helped lay the foundation for what Generational Wealth Management is today: John Bongiovanni 👏

John serves as Lead Partner & Private Wealth Advisor and began his career with Northwestern Mutual in 1987. Over the past 39 years, he has built a practice centered on helping individuals, families, and business owners make informed financial decisions with confidence. John focuses on providing comprehensive guidance on wealth accumulation, retirement planning, estate and legacy planning, risk management, and long-term financial security.

As Lead Partner, John works closely with clients to develop personalized strategies that align with their goals, values, and evolving financial needs. He also leads the strategic direction of our firm, mentors advisors, and collaborates with our team to ensure every client receives thoughtful, relationship-driven advice and service. His commitment to growth and continuity led to the expansion of Generational Wealth Management from a solo practice into an ensemble team, welcoming Lucas Slezak, CFP®, CIMA® as Partner in 2021 and Adam Jack, CLU®, ChFC® as Partner in 2022.

John's dedication to professional excellence is reflected in the prestigious designations he has earned, including CFP®, CLU®, ChFC®, and RICP®. He has also received numerous industry recognitions, including being named a Top 50 Advisor in Northwestern Mutual's Eastern Region (2018-2026) and a Top 100 Advisor Nationally (2021-2026). Since 2005, John has been a Qualifying Life Member of the Million Dollar Round Table (MDRT), a globally recognized benchmark of excellence within the financial services profession. Additionally, Forbes recognized him as a Best-In-State Wealth Advisor and Top Financial Security Professional from 2022-2026.

Most importantly, John's passion for serving clients, developing future leaders, and building lasting relationships has helped shape the culture and success of our firm. We are grateful for his leadership, experience, and unwavering commitment to the clients and communities we serve.

Thank you for following along with our Meet the Team series and getting to know the individuals who make GWM what it is today. We're proud of the team we've built and look forward to continuing to serve our clients for generations to come.

09/25/2026

🎉 Celebrating 39 Years of Excellence! 🎉

Today, we are proud to recognize John Bongiovanni on his 39th work anniversary! 🥳

For nearly four decades, John has played an instrumental role in our firm's growth and success. As a Lead Partner & Private Wealth Advisor, his leadership, dedication, expertise, and unwavering commitment to both our team and our clients have made a lasting impact on everyone fortunate enough to work alongside him.

John's years of service are a testament to his passion for excellence and the strong relationships he has built throughout his career. We are incredibly grateful for his contributions, mentorship, and the example he sets every day.

Please join us in congratulating John on this remarkable milestone and thanking him for 39 years of outstanding service and leadership!

👏 Happy 39th Work Anniversary, John! 🎉 Here's to celebrating an incredible legacy and many more successes ahead.

09/21/2026

👋 Meet the Team

Continuing our weekly spotlight, we're excited to introduce Carrie Sutter 👏

Carrie has been with John & GWM for 10 years and serves as our Finance Manager. Throughout her time with the firm, she has played a critical role in helping ensure the financial operations of the business run smoothly and efficiently.

As Finance Manager, Carrie is responsible for maintaining accurate financial information, recording daily transactions, processing payroll and employer tax filings, and producing financial reports that provide valuable insight into the firm's overall business performance. Her attention to detail and commitment to accuracy help support the strong operational foundation that allows our team to focus on serving clients.

Carrie's dedication behind the scenes is instrumental to the success of GWM. Her expertise, reliability, and commitment to excellence make her a valued member of our team, and we're grateful for the impact she makes every day.

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

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

Telephone

+18146510838

Website

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

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