A complete list of active advisors currently associated with CareGen Wealth Management

Warmer can help you find a great advisor at CareGen Wealth Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at CareGen Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.