Downtown Sarasota

Downtown Sarasota

Conveniently located in the heart of Sarasota, WealthGen financial advisors are always right around the corner to serve your financial needs.

Read More »
Lakewood Ranch, Florida

Lakewood Ranch

WealthGen’s fee-only fiduciary financial advisors are happy to serve the financial and retirement needs of Lakewood Ranch residents.

Read More »

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

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

Shane Klemcke

Wealth Manager