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.
Meet Dr. Joaquin Wallace
Dr. Joaquin Wallace: Building Generational Wealth and Inspiring a Legacy of Prosperity
Dr. Joaquin Wallace is a nationally recognized financial planner, Amazon best-selling author, and visionary speaker dedicated to bridging financial empowerment, leadership, and community transformation. His latest book, Generational Wealth Begins with Generational Knowledge—a transformative guide that redefines how we think about money and legacy—achieved Amazon Best Seller status and is empowering underserved and marginalized communities to build lasting prosperity.
Drawing on his personal journey, Dr. Wallace delivers dynamic and relatable keynote presentations on leadership, coaching, personal motivation, and generational wealth strategies. His message isn’t just about finance; it's about helping people understand their "Financial Genetic Code" to make better choices and build a legacy.
Driven by a passion for creating pathways to opportunity, Dr. Wallace founded Project Transition, Inc., a groundbreaking welfare-to-work program. This initiative has empowered over 1,000 participants in Alameda County to transition into competitive careers, helping them break cycles of poverty and build sustainable futures. His impact extends far beyond program design—he equips individuals with the mindset, tools, and access they need for success.
Recognized among the most influential African Americans of the 21st century by Contemporary Black Biography, Dr. Wallace’s accolades include:
- Amazon Best Seller – Generational Wealth Begins with Generational Knowledge®
- Oakland Chamber of Commerce Community-Based Nonprofit of the Year
- Wells Fargo Living History Makers Award
- Recommendations for prestigious fellowships from the Ford Foundation and the Annie E. Casey Foundation
With every stage appearance, Dr. Wallace inspires audiences to see that Generational Wealth Begins with Generational Knowledge and that actual change happens when knowledge, opportunity, and action align.
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.
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.
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!
Why Choose Dr. Wallace?
Dr. Wallace is an inspirational speaker, visionary, and CEO who uses his teachings to inspire individuals to achieve generational wealth for all. He uses his years of personal success to help his audience pursue their individual financial and lifetime goals, including building generational wealth. Dr. Wallace is eager to share how people can build generational wealth for themselves now—and for future generations. His dedication to this cause led him to create the Seven Stage Generational Wealth Model, emphasizing that "Generational Wealth Begins With Generational Knowledge ™". Dr. Wallace has launched "The New Wealth Wave Podcast," which features his Seven Stage Generational Wealth Model and guests passionate about transferring their knowledge, expertise, and personal stories on their theories and practices to achieve generational wealth.
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.
