Serving families across Southwest Florida
Independent wealth management and family office services for households with complex finances, from roughly $2 million to $25 million and beyond.
The more you’ve built, the more decisions interact. These are the issues we see families miss most often.
Three commitments shape every relationship we take on.
The typical approach
Recommendations that can be shaped by proprietary funds, sales targets or commissions.
At WealthGen Advisors
Unbiased, fiduciary and commission-free. We’re paid by our clients, with no proprietary products to place and no sales quota behind a recommendation.
The typical approach
Planning handed off to a home office or a software template, with the advisor relaying the result.
At WealthGen Advisors
We do the work ourselves. Sophisticated cases get on-site CFP® and CFA® expertise, and every recommendation is modelled against your taxes, cash needs and estate plan, with the reasoning written down.
The typical approach
Model portfolios and off-the-shelf plans applied to whoever walks in the door.
At WealthGen Advisors
Cookie-cutter advice belongs back on the shelf. Your strategy is built from the ground up: detailed cash-flow planning, clear goals, a portfolio built around what you already own, and coordination with your tax, estate and legal advisors.
“Clients don’t come to us for a product. They come because something is about to change, and they want the math done honestly before it does.”
Ken Hargreaves, Founder & Principal
Ken has spent seventeen years in the financial industry, including nearly a decade as a Vice President at The Capital Group. He holds a Master of Science in Personal Financial Planning and has completed the CIMA® program through the Yale School of Management.
Designations and degrees across our team
Credentials and memberships
A clearer picture of what you can spend, when you may be able to stop working and how each choice affects your taxes. One plan coordinates investments, income, tax and estate.
Learn more →For families with roughly $2 million to $25 million and beyond. One team keeps your investments, tax, estate and the next generation on the same page.
Learn more →Plan design, regular fee benchmarking and shared fiduciary responsibility. We can serve as a 3(21) or 3(38) fiduciary and help keep your plan documentation in order.
Learn more →Cash flow analysis and budgeting · Income optimization · Recreating the paycheck · Retirement plan check-up · Company 401(k) review and analysis
Investment tax-mitigation strategies · Investment income tax analysis · Low basis tax management strategy · Estate distribution scenario analysis · Roth and IRA conversions
Estate review and analysis · Document storage and planning · Beneficiary reviews · Charitable planning · Estate distribution strategies
Portfolio analysis · Asset allocation design and rebalancing · Risk tolerance and performance analysis · Tax-loss optimization strategies · Monitoring and ongoing management
22.6%
more retirement income, in risk-adjusted terms, estimated from better planning decisions in Morningstar’s model. Roughly equivalent to a 1.59% higher annual return.
Morningstar, “Alpha, Beta, and Now…Gamma,” Blanchett and Kaplan, 201364% vs 29%
say they feel financially secure: people who work with an advisor versus those who don’t.
Northwestern Mutual 2024 Planning & Progress Study, Harris Poll, 4,588 U.S. adultsThe financial-security figures are self-reported survey responses, not results. The Morningstar figure is a simulated, model-based estimate for a hypothetical retiree, not the performance of any WealthGen Advisors client or strategy. Neither shows that working with an advisor causes better outcomes or predicts any individual’s results. WealthGen Advisors isn’t affiliated with these studies.
Ken Hargreaves, CFP®, AIF®, AWMA®, CRPC®Founder & PrincipalRetirement income, portfolio construction, tax-efficient withdrawals
Tieler Gittleman, CFA®, CFP®Senior Wealth AdvisorPortfolio management, comprehensive financial planning, wealth strategy
Jennifer Doak, CFP®, CWS®Financial Planning SpecialistFinancial plan construction, cash flow, education and estate coordination
Richard Rayles, IACCP®Director of Operations and Chief Compliance OfficerOperations, custodial workflow, regulatory complianceNo pressure, no product pitch and no long sign-up process.
A short conversation with our founder. No cost, no obligation and nothing to prepare.
Tell us what’s changing: a sale, a retirement date, an inheritance. We’ll ask a few questions about where things stand.
If we can help, we’ll explain how. If we’re not the right fit, we’ll tell you, and point you somewhere useful if we can.
We’re an independent, fee-only firm held to a fiduciary standard. Here’s what that means for you, and where to read the details.
We’re required to act in your best interest in everything we recommend.
We’re paid by our clients, not through commissions or product sales.
Your assets are held by an independent custodian, not by WealthGen Advisors.
Our fee schedule is published, and our Form ADV describes our fees and conflicts of interest.
About 15 minutes
About 1 hour
About 1 hour
About 1 hour
Ongoing
Still have one we haven’t answered? Ask it on a 15-minute intro call.
WealthGen Advisors is an independent, fee-only firm. We don’t offer proprietary funds or earn commissions, so our compensation doesn’t depend on which products you choose. Every fee arrangement has trade-offs, including ours: an asset-based fee rises as the assets we manage grow. We describe our fees and conflicts of interest in our Form ADV. Firms are structured in different ways, and it’s always worth asking any advisor how they’re paid.
Through a disclosed advisory fee, never commissions. Our full fee schedule is published on our services page.
An independent custodian holds your assets. WealthGen Advisors provides advice on them but doesn’t hold them.
Retirees, business owners and multigenerational families across Southwest Florida. Our family office services are built for families with roughly $2 million to $25 million and beyond.
No. The intro call is a conversation, not a sales pitch, and we don’t sell products or earn commissions. If we’re not the right fit, we’ll say so.
Downtown Sarasota: 1239 N Gulfstream Ave, Sarasota, FL 34236. Lakewood Ranch: 8130 Lakewood Main Street, Ste 103, Lakewood Ranch, FL 34202.
Bring the plan you already have. We’ll tell you what’s working, what’s exposed and whether you need us at all. The first consultation is free.
Book an Intro
