Our Services

This Is How We Do It

Whole-Self Wealth Building

At Generation Heritage, we walk alongside individuals, families, and organizations as they build pathways to holistic financial wellness. Through personalized coaching and community-rooted workshops, we support people in managing debt, growing assets, and making values-aligned decisions. Together, we cultivate sustainable wealth that uplifts not just individuals—but entire communities.

Let’s Grow Wealth that Lasts

Advisory Services for Growth

From passionate startups to purpose-driven nonprofits, we walk with you through every stage of growth. Our financial and strategic guidance is rooted in care, helping you plan, fund, and sustain your vision ethically and effectively. Whether you're building a business or making a difference through a nonprofit, we’re here to help you grow with clarity, confidence, and purpose.

Come, Let’s Build Something Meaningful!

  • Thanks to Rosine I was able to purchase my first family home. She found us down payment assistance for $55k and made sure we immediately began building wealth for our daughters.

    Christanel Nkaba

  • GH has secured over $50K in grants for our nonprofit and continues to provide valuable advice on operations and strategic planning to help us document the impact of those funds.

    Lee Hall Sr, Executive Director FNRDC

  • Rosine is unwavering in her commitment to wealth accumulation in BIPOC communities. She has been an invaluable partner in supporting our employees and clients.

    Cathy Phelps

  • As a creative entrepreneur, navigating the world of finances wasn’t my strong suit, but their strategic consulting provided the clarity, confidence, and structure I needed to build and expand a thriving, inclusive branding agency.

    Marissa Garcia , Pixel Paz

  • Working with Rosine has truly been a blessing! Rosine brought a wealth of knowledge and innovative ideas to the table, ensuring that our initiatives were not only cohesive but also impactful.

    David Bowers, Vice President of Enterprise Community Partners