Generations Wealth Advisors

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Generations Wealth Advisors http://www.generations-wealth.com At that time, her business was called Golden Years Insurance Agency.

Teresa Yent has been serving the triangle since 1997 when she first began helping retirees and seniors find affordable health insurance, long term care and fixed annuities. Jim Yent joined the firm in 2002 after he was the blessed recipient of a transplanted kidney. After Jim joined the firm, we expanded by adding our investment and advisory services offering portfolio management and securities products. We changed our name to Golden Years Advisors LLC to better reflect our core mission with our clients. We enjoy being independent financial professionals who are not 'captive' to any Wall Street Firm or other Financial Industry Provider. Unlike some major brokerage companies, we do NOT recommend products or services because of existing "soft dollars", "preferred products", or other potential financial incentives. We provide fee-based financial plans and recommend products and services to help our clients toward obtaining their financial goals and needs. We encourage you to EXPERIENCE THE DIFFERENCE of working with us. We welcome you to attend one of our educational workshops or take advantage of our Video Visitor home educational programs. FOCUS: We work predominately with retirees and those nearing retirement. We appreciate your unique needs and desires for your retirement. We work hard to excel at assisting our clients to build a personal Financial Road Map to meet their changing priorities in the areas of investments, financial estate, tax, insurance, & asset protection. SERVICE: We treat our clients like family: we have your best interests at heart. We constantly strive to educate and disclose to our clients both the pros and the cons of any financial decision that they must face. In our experience, when retirees have "all of the facts", they are in a better position to make decisions about their financial future. SATISFACTION: We take tremendous pride in delighting our customers. We are proud to be a complaint-free member of the Raleigh Better Business Bureau. We provide a money-back guarantee on our fee-based financial planning.

Three important questions to consider before you start taking.
10/09/2026

Three important questions to consider before you start taking.

When to start? Should I continue to work? How can I maximize my benefit?

10/09/2026

What is on your portfolio's starting lineup?

Jake Towles kicks off a new series matching NFL players to different types of stocks.

First up: a defensive stock compared to one of the league's best run-stopping defensive tackles.

Some players are flashy and volatile. Some just plug the gap every single down. Your portfolio might need both.

Consider a bucket plan to go with your bucket list.
10/07/2026

Consider a bucket plan to go with your bucket list.

A bucket plan can help you be better prepared for a comfortable retirement.

In this video, Jim takes on the question on many investors' minds: is AI a bubble?
10/06/2026

In this video, Jim takes on the question on many investors' minds: is AI a bubble?

10/05/2026

Jim recently mentioned that GWA clients are quite often Cheshire Cats... "curiouser and curiouser".

In life, and in finance, like minded people attract. Coming to a mutual understanding is intrical to our approach of wholistic financial planning.

In Part 1 of our 3Q SOM Update, Jim looks at the big-picture forces shaping markets, including the conflict with Iran an...
10/02/2026

In Part 1 of our 3Q SOM Update, Jim looks at the big-picture forces shaping markets, including the conflict with Iran and the upcoming midterm elections.

Secrets of the Temple: How the Federal Reserve works.
10/02/2026

Secrets of the Temple: How the Federal Reserve works.

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

10/01/2026

"The crust of the biscuit is the apostrophe." 🥐

(Okay, Zappa actually said crux, but Jim's version might be better.)

Either way, we're still trying to figure out what it means. Is the apostrophe the jam? Is it ownership? Is Jamie's biscuit the key? 😂

Crust or crux? What's YOUR theory? 👇

09/30/2026

Brave… or complete fools? 🤔

Jim tells the story of the early days of Generations Wealth Advisors, when being independent in a room full of Wall Street giants made the whole bus go quiet.

Full episode of Kairos Conversations coming soon.

Address

Raleigh, NC

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19197554889

Website

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