Team photo

Generational Wealth Management is a wealth management firm with offices located in Erie and Bradford, Pennsylvania managing over $300 Million in client assets. John's team is nationally ranked within Northwestern Mutual. Generational Wealth Management's strong growth is attributed to the maturation of John's 34-year practice along with a high client retention rate. Our team of 7 credentialed professionals provide a high level of expertise and service to our professional and business clients.


Financial planning doesn't happen by chance; it is the product of sound decision-making. Whether you are looking to protect, grow or transfer wealth, my team and I can help. We understand the complex financial issues and the ways in which these issues might affect your future.

Financial planning requires a commitment of time—yours and ours. We will work to understand your current personal and financial circumstances and your goals for the future. We will work to do more than determine a planning solution. We will build a strategy that is right for you. Together, we will work to develop a financial plan that balances your short-term needs with your long-term goals.

And we will stay in touch, so as your needs evolve over time we can make the changes necessary to protect your overall financial picture for the future.

Let us help you ensure your financial future is all you want it to be.

Plan Now for Your Future

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

To help clients achieve their objectives, John Bongiovanni works to serve as a friend and an advocate. Life’s complexities leave little room for "standard" approaches, so John uses a four-step approach in working with his clients:

Wealth Optimization GIF (Fee-Based Planning)

Copyright 2019 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company.

John Bongiovanni's planning process is unique – he starts at a different plane than other advisors. He starts above the planning horizon and focuses on helping you clarify your Mission, Vision, Values and Goals.

Then he focuses on the issues below the horizon – Strategies, Tactics and Tools.

By staying above the horizon and gaining clarity around your goals, John can help you make wise choices about the solutions below the planning horizon.

Working in the best interests of his clients is John's business, and he takes this role very seriously.

Whether you're concerned for your own planning needs, your family or your business, John Bongiovanni can help you find the right answers.


The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

John Bongiovanni, CFP®, CLU®, ChFC®, RICP®
Wealth Management Advisor


Generational Wealth Management

  • Office 814-651-0852
  • Fax 814-452-3068

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