ABOUT

Our Story

Led by lifelong real estate investors Pierre J Rizk & Matisse Fitzpatrick, the Generational Wealth Plan was created to guide individuals in building lasting, tax-advantaged wealth.

Supported by a team of experienced advisors, CPAs, and attorneys specializing in trust structures, retirement strategies, and real estate investments, our approach empowers clients to take control of their financial future and plan for lasting legacies.

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Our Vision

To transform the way individuals approach retirement and wealth growth.

With the Generational Wealth Plan, we’re not just focused on today’s financial security — we’re focused on building something lasting for tomorrow.

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WHAT WE DO

Our Partner Services

0% Interest Funding

Raise 0% Interest Funding To Cover Your Property Downpayment

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Turnkey Real Estate Deal flow

We Find, Finance and Flip Or Rent Your Property With Section 8

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Tax Reduction Services

Our In-House Tax Attorneys Design Real Estate–Based Strategies To Legally Reduce Your Tax Burden

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OUR VALUES
01.
Legacy Building
02.
Holistic Financial Security
03.
Client-Centered Solutions
04.
Integrity and Transparency

We take a comprehensive approach to wealth-building by combining real estate investment, tax-advantaged retirement instruments, and trust structures to help create diversified and stable financial strategies.

Our goal is to empower clients with transparent and ethical guidance, ensuring they understand the tools and strategies used to grow and protect their family’s financial future.

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OUR HISTORY

From Inception To Today

At the Generational Wealth Plan, we are committed to helping individuals build lasting legacies through strategic, tax-free wealth creation. Led by Pierre J Rizk, a lifelong real estate investor with over 15 years of experience, our mission is to empower clients to secure their financial futures while reducing reliance on tax-heavy retirement options like 401(k)s and IRAs.

  • Established in 2013
  • Based In Minnesota & Miami, Florida
  • 300+ Clients Served
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15+

Years Of Real Estate Investing Experience

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700+

Total Fix & Flips Completed

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+$50 Million

Assets Under Management

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60+

Section 8 Rentals