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Rex A. BergerPrivate Wealth Manager
Biography
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Rex Berger is a Private Wealth Manager at Generation Capital Advisors, specializing in serving ultra-high net worth clients who have built significant wealth and seek a trusted partner to manage their sophisticated financial needs. His unique ability lies in implementing strategies to reduce tax burdens, diversify highly appreciated and concentrated stock positions, and build holistic financial and investment plans.
Rex entered the financial services industry to fuel his passion for bringing a human approach to wealth management, acting as a sounding board for life's pivotal decisions, and fostering lasting relationships that extend beyond investments. His goal is to reduce complexities and create continuity between generations so clients can focus on living their ideal lives. Whether working with business owners, executives, or employees earning stock compensation, Rex's expertise is in managing concentrated stock positions, navigating complex estate plans, and delivering comprehensive financial planning and investment management. He collaborates and sits at the center of his clients' trusted CPAs and attorneys to proactively plan for current and future generations, tailoring solutions for unique and evolving circumstances.
Rex is known for delivering a boutique, concierge experience, navigating and resolving the complexities faced by first-generation wealth creators. Through Generation Capital Advisors' G360 planning process, he conducts a thorough analysis of each aspect of clients' multifaceted financial lives. After gaining a 360-degree picture of a family's goals, values, and risk tolerance, he implements a personalized financial, investment, and estate plan that supports their vision for the future.
His focus then shifts to clients' children and grandchildren, providing education and empowerment to ensure they become responsible stewards of multigenerational wealth while collaborating with them as they craft their own legacies.
Rex received his Bachelor of Science from Northeastern University's D'Amore-McKim School of Business, where he was a student-athlete and captain of the Northeastern Men's Rowing Team. He now serves as a Board Member and Ambassador for Northeastern University Rowing Alumni and is proud to have earned the rank of Eagle Scout early in his life, reflecting his long-standing commitment to leadership and community service.
Outside the office, Rex is an avid golfer, skier, fly fisherman, and enthusiast of all things automotive and horology.
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