GENERATIONAL WEALTH MANAGEMENT

Financial planning with a high-tech, low-cost, fee-only approach.

Bespoke Planning

We leverage technology to offer all-inclusive, fee-only retirement planning and wealth management services at a low cost.

401(K) Services

Our retirement plan consultants set up and design low cost plans and ensure they're kept compliant with documented processes.

Free Resources

Our library of free resources is regularly updated to keep you informed of the latest changes within the financial industry.

ABOUT US

Located in Florida’s Sarasota and Lakewood Ranch communities, WealthGen Advisors is a fee-only, boutique investment and financial planning firm, and a Registered Investment Advisor (RIA) that specializes in comprehensive financial planning and wealth management for high-net-worth individuals and families. Clients include business owners, executives, entrepreneurs, and established families.

Clients come to us because they seek accredited fiduciary counsel that is legally obliged to act in the best interests of its clients. This fee-only arrangement ensures that there are zero conflicts of interest or commission-based financial products that could influence investment advice.

“The sooner you start planning your life, the sooner you will live the life you dream of.”

– Hans Glint

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Get a second opinion from a Certified Financial Planner®.

Your first consultation is free.

Free Resources

Our Blog

Insightful articles that reflect our low-cost, "stay the course" investment philosophy.

Our Videos

Free videos that cover complex topics in an easy-to-digest explainer style.

Choose your advisor

Ken Hargreaves - Wealth ManagerKen Hargreaves - Wealth Manager

Ken Hargreaves
CFP®, AIF®, AWMA®, CRPC®

Founder, Wealth Manager
Shane Klemcke - Wealth ManagerShane Klemcke - Wealth Manager

Shane Klemcke
CRPC®

Wealth Manager