Dr. Joaquin Wallace

Financial Strategist | Generational Wealth Expert


Decode Your Financial Genetic Code™

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What Shapes Your Choices

Decoding Your Distinct Financial Genetic Code for Success

Every individual holds a subconscious blueprint that dictates their spending and saving behaviors. Dr. Wallace specializes in uncovering these hidden beliefs driving your economic choices. Once we expose these underlying patterns, we help you rewire your mindset for intentional prosperity. Transforming how you view money empowers you to make smarter decisions and accelerates your journey toward Black generational wealth today.

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The Seven Stages

Generational Wealth Begins With Generational Knowledge

Generational Wealth Begins with Generational Knowledge® presents Dr. Joaquin E. Wallace’s Seven-Stage Generational Wealth Model®, a system designed to help underserved and marginalized communities break financial cycles and build lasting prosperity. The book guides readers in identifying inherited money beliefs, healing financial trauma, and understanding both internal and external barriers to wealth. Dr. Wallace explains how to build and protect assets through tools like estate planning, insurance, and long-term care, ensuring that both wealth and financial knowledge are passed on to future generations. Combining behavioral finance, cultural context, and practical exercises, this book offers actionable steps to transform financial survival into long-term generational success.

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A Deeper Look Within

Let Dr. Wallace Guide Your Journey Toward Lasting Wealth

For too long, financial advice has overlooked the behavioral barriers to prosperity. As a recognized financial strategist and behavioral finance educator, Dr. Wallace is ready to guide you on an effective financial journey to establish your wealth legacy.


Through his proprietary Seven-Stage Generational Wealth Model® and groundbreaking work with Project Transition Inc., he provides not just information but transformation, helping thousands transition from survival to sustainability.

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Voices That Inspire

What Readers Are Saying About The Book

Readers describe this book as insightful, practical, and personal, praising its clear guidance, chapter worksheets, real-world examples, and focus on the emotional side of wealth. Their reflections point to a process that helps uncover inherited beliefs, reshape inner narratives, and approach generational wealth with greater clarity, intention, and purpose.

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