Tag: Dynasty Trusts

WealthGen Advisors is a wealth management firm in Sarasota, Florida that helps affluent clients manage and improve their financial prosperity up to and throughout retirement using a sophisticated yet low-cost approach.

CONTACT

WealthGen Advisors

Office: (941) 706-4151

Downtown Sarasota

650 Central Ave #1
Sarasota, FL 34236

Downtown Lakewood Ranch

8130 Lakewood Main Street, Ste 103
Lakewood Ranch, FL 34202

Hours
Mon-Fri: 8:30am - 5:30pm
Sat: 9am-12pm

Ken@WealthgenAdvisor.com

DISCLOSURES

WealthGen Advisors, LLC is an SEC registered investment advisor located in Florida. WealthGen Advisors LLC and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which WealthGen Advisors, LLC maintains clients. WealthGen Advisors, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. The information presented is for educational purposes only and should not be considered an offer to buy or sell, or a solicitation of any offer to buy or sell securities and does not amount to investment advice.

Different types of investments involve varying degrees of risk including the potential loss of the entire principal invested. Past performance is no guarantee of future results and there can be no assurance that any specific investment will be profitable. There are also no assurances that any portfolio will match or outperform a particular benchmark or index.

WealthGen Advisors does not represent, warranty, or imply that the services or methods of analysis employed by the firm can or will successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines. Investment Advisory Services offered through WealthGen Advisors an SEC Registered Investment Advisor. Registration does not imply a certain level of skill or training.

The Investment Advisor Representative, in his individual capacity as an insurance agent, is appointed by multiple carriers to offer insurance products, including annuity contracts. Insurance carriers are unaffiliated legal entities that are not under common control or management. Insurance agents earn commission compensation for selling insurance products.