The Traditional Wealth Strategy Is Dead
Traditional wealth strategy fails because it ignores your
Financial Genetic Code™—the inherited beliefs, trauma, and systemic cycles that shape your financial outcomes long before you ever make a decision.
My approach focuses on the
root cause, where most strategies never look.
When you work with me, you’ll unlock your Financial Genetic Code™ and finally break the cycle.
My Signature Solution:
The Seven-Stage Generational Wealth Model®
I don’t just manage money—I
re-engineer your financial life with a proprietary roadmap, transforming inherited limits into enduring, multi-generational affluence.
SECURE YOUR FOUNDATION
Generational Wealth Begins with Generational Knowledge® is my essential guide to The Seven-Stage Generational Wealth Model®.
In it, I share the blueprint I created to help break financial cycles and build lasting prosperity by:
- Identifying inherited money beliefs (the Financial Genetic Code™)
- Healing financial trauma and dismantling limiting paradigms
- Understanding internal and external barriers to wealth
- Building and protecting assets through estate planning, insurance, and long-term care
Available now on Amazon!
Your family’s future starts with what you learn today.
Meet Dr. Joaquin Wallace
Generational Wealth Strategist, Behavioral Finance Educator, Creator of the Seven-Stage Generational Wealth Model®
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.
In the Media: ABC7 News Feature
Dr. Joaquin Wallace's impact reaches beyond the podcast with a notable feature on ABC7 News. This coverage highlights his significant contributions to financial literacy and community empowerment.
The feature delves into Wallace's innovative approaches and the positive effects they have on individuals and communities alike. This media recognition not only underscores the relevance of 'The New Wealth Wave' podcast but also amplifies Wallace's role as a key influencer in the field of financial education and wealth building.
