The Generational Wealth Model
Unlocking the Secrets of Wealth Across Generations
What Carries Forward
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 well-being, generational knowledge, and creating a lasting financial footprint.
Beyond The Spotlight
Meet Dr. Joaquin Wallace
Dr. Joaquin Wallace connects financial planning, leadership, and community transformation through a message centered on knowledge, opportunity, and action. His work helps people understand the beliefs and behaviors behind financial choices while creating pathways toward lasting prosperity, stronger family futures, and a meaningful legacy.
Financial Planning & Leadership
Dr. Joaquin Wallace is a nationally recognized financial planner, Amazon best-selling author, and visionary speaker. His work bridges financial empowerment, leadership, and community transformation, helping people build lasting prosperity and understand financial choices clearly.
Generational Wealth Framework
Dr. Wallace’s book, Generational Wealth Begins with Generational Knowledge®, achieved Amazon Best Seller status. His Financial Genetic Code® and Seven-Stage Generational Wealth Model address beliefs, and behaviors in financial decisions, helping families rethink money and legacy.
Project Transition, Inc
Dr. Wallace founded Project Transition, Inc., a welfare-to-work program created to build pathways to opportunity. The initiative has empowered over 1,000 participants in Alameda County to transition into competitive careers, break cycles of poverty, and build sustainable futures.
Speaking & Personal Motivation
Drawing on his journey, Dr. Wallace delivers keynote presentations on leadership, coaching, personal motivation, and generational wealth strategies. His message helps audiences understand their Financial Genetic Code® and see how knowledge, opportunity, and action support meaningful change.
Recognition & Accomplishments
Dr. Wallace was recognized among the influential African Americans of the 21st century by Contemporary Black Biography. His accolades include Amazon Best Seller status, Oakland Chamber of Commerce Community-Based Nonprofit of the Year, the Wells Fargo Living History Makers Award, and fellowship recommendations.
Through his book, speaking, and community work, Dr. Wallace connects knowledge, opportunity, and action to help people rethink financial choices and pursue lasting prosperity while building a legacy.
A Shift In Perspective
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.
Cycles Through Opportunity
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.
Purpose, Vision, And Impact
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.
Personalized Guidance
Get strategies aligned with your goals, values, and journey for steady progress
Legacy-Focused Growth
Build knowledge and habits that support prosperity across generations and goals
Get In Touch
Contact Dr.
Joaquin Wallace Today!
Have a question or want to connect? Send us a note and we’ll be in touch.
