The Generational Wealth Model

The Generational Wealth Model

Unlocking the Secrets of Wealth Across Generations

Navigating the Stages of Generational Wealth

Explore the transformative journey of financial empowerment in 'Navigating the Stages of Generational Wealth.' This section delves into the critical stages of building and sustaining wealth, from establishing a strong financial foundation to passing on a legacy of prosperity. Discover insightful strategies for financial wellbeing, generational knowledge, and creating a lasting financial footprint.

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Meet Dr. Joaquin Wallace

Consultant & Financial Investment Advisor

Dr. Joaquin Wallace is a dynamic and engaging speaker. As an educator, community advocate, visionary, and author, he draws from his personal experience to deliver influential and invoking keynote presentations related to leadership and coaching, personal motivation, non-profit program development and implementation, as well as financial wealth building and education.


Dr. Wallace’s life course inspired him to establish Project Transition, Inc. This welfare-to-work program empowers the "working poor" and provides access, opportunity, and real-life experience to be competitive within the "white-collar" workforce. Project Transition has benefited more than 1,000 program participants in Alameda County.


Dr. Wallace has been featured in Contemporary Black Biography: Profiles from the International Black Community and is among the most influential African Americans in the 21st century. Moreover, Dr. Wallace’s accolades include being the recipient of the Oakland Chamber of Commerce Community Based Non-Profit of the Year award and the Wells Fargo Living Makers in History award, as well as receiving recommendations from both the Ford and the Annie B. Casey Foundation fellowships.

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The Power of Financial Education

By recognizing how financial inquiry and a lack of economic opportunity pose threats to underserved communities, you too can take the lead in raising awareness to eliminate these issues. We invite you to join Dr. Wallace as he shares his approach to how financial education can be the first step in becoming a change agent within your family and community. By incorporating this knowledge of generational wealth, you too can move down the path of financial well-being, fostering a prosperous future for you and your family.

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Welfare to Work

Advocating for financial literacy, Dr. Wallace authored Welfare to Work: A Practitioner’s Perspective on How to Develop and Implement a Successful Welfare to Work Program. He provides a holistic training program focused on establishing and enhancing hard and soft skills, educating his audience on how to handle their money now and plan for their futures. His vision and work continue to enable individuals, families, and communities to break out of the cycle of poverty.

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Shape Tomorrow for Your Children

What you do today has a lasting impact on the economic well-being of your community as a whole. Many of Dr. Wallace’s numerous clients find success in reaching their personal financial goals, making positive changes in their overall lives, and laying the groundwork for a prosperous future. Schedule an appointment with Dr. Wallace today to take action on financial education!

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Why Choose Dr. Wallace?

Dr. Wallace is an inspirational speaker, visionary, and CEO who uses his teachings to inspire individuals to achieve black generational wealth. He uses his years of personal success to help his audience pursue their individual financial and lifetime goals, including building black generational wealth. Dr. Wallace is eager to share how African Americans can build black generational wealth for themselves now - and for future generations. His life work in  black generational wealth education has inspired him to found Project Transition, which has benefited more than 1,000 program participants across Alameda County.


Learn today why Dr. Wallace’s teachings on  black generational wealth can inspire community-wide changes. Schedule your first speech today!

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Testimonials


 I'm delighted to provide a testimonial for Dr. Joaquin Wallace’s model for navigating the stages of generational wealth.

His financial education model offers invaluable insights into building and sustaining wealth across generations.

It provides practical strategies for financial well-being, emphasizes the importance of passing on generational knowledge, and guides individuals in creating a lasting financial legacy.

As an estate planning attorney, I highly recommend this resource to anyone seeking to secure their financial future and leave a positive financial impact on future generations. It is a powerful tool for financial empowerment and generational prosperity.


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Frequently Asked Questions

  • What other services does Dr. Wallace provide?

    Dr. Joaquin Wallace offers dynamic speaking, voice-over acting, and financial education. He draws on his personal experience to deliver captivating keynote presentations on leadership, coaching, personal motivation, non-profit program development, and financial wealth building. Your broadcast or voice-over will be executed by a talented, dedicated, and dependable speaker.

  • How do I get started?

    To schedule your appointment with Dr. Wallace, call us at 510-363-1979, or fill out the contact form provided on the page above and schedule a free consultation today!

The Generational Wealth Model

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