CoverProfile

Bert Butkus

Wealth Management Advisor

Generational Group

United States, Texas, Dallas

About Me

Bert Butkus helps his clients become more comfortable and confident with their financial situation. He uses a holistic approach to explore each client’s situation, determine their goals, and develop strategies to achieve them. To best support his clients, he prefers the independent approach found at Generational Wealth Advisors. He believes his client’s needs must always be first. Prior to his work in the financial industry, his career included consulting with and supporting many organizations, including Fortune 500 companies, to utilize advanced financial and business analytics software technology to gain efficiencies and competitive advantage. He is able to leverage this experience

View more

Profile Information

Wealth Management Advisor

Generational Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Dallas

Texas

United States

Jul 5, 2025

More profiles to browse

Profile Photo
Brent Everett
Founder, Chief Investment Officer, and Partner
Profile Photo
Gina Aldaz
Managing Director, Client Development
Profile Photo
Sarah Crowe
Senior Wealth Management Advisor
Profile Photo
David Richards
Senior Advisor, Wealth Management

You Might Like

BW
Bill Wood
Managing Member, Principal
Nova R Wealth
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management