Generation Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Generation Wealth Management serves individual and business clients with portfolio management, one-time and ongoing financial planning, and educational seminars. The firm provides both discretionary and non-discretionary asset management and operates a sponsored wrap-fee program.
GWM’s investment process combines fundamental, technical, and cyclical analysis and documents client objectives through investment policy statements and risk questionnaires. It offers segmented portfolio strategies—one focused on growth and another on income—allowing tailored allocations and client-imposed restrictions, with periodic reviews and trade execution subject to client authorizations.
What is distinctive is the firm’s combination of advisory services with affiliated insurance and tax-preparation activities; principals are licensed insurance agents and a supervised person provides tax-preparation services, with disclosures addressing the resulting conflicts. The firm’s role as a wrap-fee program sponsor with segmented strategies and associated lock-in features is also less common among peers of its size.
Client services
Expertise
Demographic focus
Fee options
Negotiable fixed fee for one-time financial planning and consulting ranging between $800 and $5,500.
Negotiable hourly fee of $70 for one-time financial planning and consulting services.
Ongoing comprehensive financial planning fees charged as a negotiable monthly fixed fee ranging between $100 and $300 per month.
Account minimum: $250,000 Fee-only: One-time financial planning and consulting fees: negotiable hourly fee of $70 or negotiable fixed fee ranging between $800 and $5,500. Ongoing comprehensive financial planning fees: negotiable monthly fixed fee ranging between $100 and $300 per month.
Main office
31 Cary Rd
Great Neck NY 11021
Advisors at this office
3
Most active in
New Jersey · New York
Also doing business as
Generation Wealth Management · Generation 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
Advisors at this firm
Jeff H
Series 65
Great Neck, NY
Generation Wealth Management
Jeff Ho is a financial advisor with Generation Wealth Management in New York City. He holds a Series 65 designation and has nine years of industry experience. Ho has been a sole proprietor since 2017 and has worked at Generation Wealth Management since 2016. He also serves as an insurance agent in a separate business activity. Generation Wealth Management provides fee-based financial planning and discretionary portfolio management primarily for individual clients, along with services for businesses and plan sponsors. The firm combines fundamental, technical, and cyclical analysis in its investment approach and offers both one-time and ongoing planning, including retirement plan consulting and public seminars.
Chintu P
CFP®
Great Neck, NY
Generation Wealth Management
Chintu Pandya is a CFP® professional at Generation Wealth Management with one year of industry experience. Prior to joining the firm, he worked at Stony Brook University and held positions at Amazon Rep Services and Thomson Reuters over a 24-year period. Generation Wealth Management provides fee-based financial planning and discretionary portfolio management primarily for individual clients, as well as services to businesses and plan sponsors. The firm combines fundamental, technical, and cyclical analysis in its investment process and offers a range of services including retirement plan consulting, a wrap-fee program, and public seminars.
Edward L
Series 63, Series 65
Great Neck, NY
Generation Wealth Management
Edward Lee is a financial advisor with Generation Wealth Management in Great Neck, NY, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has been a sole proprietor and affiliated with Generation Wealth Management since 2016. Outside of his advisory role, he is also a licensed insurance agent. Generation Wealth Management serves individual and business clients through portfolio management, financial planning, and educational seminars. The firm utilizes fundamental, technical, and cyclical analysis to create tailored investment strategies and operates a sponsored wrap-fee program, combining advisory services with affiliated insurance and tax-preparation activities.
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