A complete list of active advisors currently associated with MB Gen Wealth

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

MB Gen Wealth provides discretionary and non‑discretionary investment management, financial planning, and retirement plan advisory services to individuals (including high‑net‑worth clients), family offices, and institutional clients such as pension and profit‑sharing plans, trusts, estates, and charitable organizations. The firm implements portfolios using mutual funds, ETFs, individual securities and may engage third‑party sub‑advisors while maintaining the client relationship. The firm’s stated investment framework uses fundamental analysis, modern portfolio theory and cyclical analysis to set asset allocation and rebalancing targets, and its disclosures address options strategies and fee valuation language that references margin debits, reflecting the use of derivatives and the potential for borrowing in managed accounts. MB Gen customizes portfolios to client objectives, conducts periodic reviews at least annually, and retains discretion to hire or terminate sub‑advisors as part of portfolio implementation. Noteworthy in MB Gen’s brochure is its role as sole owner/manager of an affiliated private vehicle (MB Rockit Royalty Fund via MB Rockit Management) and the practice of recommending partner‑owned real estate investments, with disclosed conflicts of interest and stated mitigation through disclosure and fiduciary duties. The firm also combines a small advisory team with roughly $404 million in assets under management and offers ERISA 3(38) plan management alongside private investment recommendations, a combination that is less common among similar supported firms.

To learn more about the advisors currently working at MB Gen Wealth, 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.