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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

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Profile Information

Wealth Management Advisor

Generational Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Dallas

Texas

United States

Jul 5, 2025

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