CareGen Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
CareGen Wealth Management provides investment management and financial planning to individuals, high-net-worth clients, charitable organizations, and small businesses. The firm offers ongoing portfolio management along with financial planning services delivered on an ongoing, hourly, or project basis that cover topics such as cash flow, retirement, estate planning, and college savings.
The firm’s investment approach is grounded in Modern Portfolio Theory and passive investment management, using diversified asset-class allocations and low-turnover index funds and ETFs to pursue risk/return objectives tailored to each client’s goals and risk tolerance. CGWM may also refer clients to third‑party managers and implements portfolios with discretionary authority in most client relationships while monitoring suitability and tax considerations.
Compared with many peers, the firm emphasizes client education and implementation support — including behavioral finance coaching and ongoing habit-building — as part of its planning engagements, and it explicitly addresses employer benefits and equity‑compensation issues. The firm’s lead advisor holds CFP and CDFA credentials, which informs work on divorce‑related financial matters and complex compensation planning, a specialization not common among similarly sized independent advisers.
Client services
Expertise
Fee options
Financial planning project fees range from $7,500 to $25,000
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.60% $10,000,001+: Negotiable
$450 per hour for financial planning services
Ongoing financial planning quarterly fee ranging $900 - $10,000
Account minimum: $1,000,000 Minimum fee: $10,000 per year minimum annual fee for investment management clients Fee-only: Financial planning services may be paid ongoing quarterly fee $900 - $10,000, hourly $450/hour, or project basis $7,500 - $25,000
Main office
1825 S. Grant Street, Suite 200
San Mateo CA 94402
Advisors at this office
1
Most active in
California
Also doing business as
Caregen Wealth Management · Caregen Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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