Lakewood, FL Office

WealthGen Advisors serves primarily individual clients, including high-net-worth individuals, and small businesses, providing discretionary asset management, comprehensive financial planning, and retirement plan consulting and education. The firm reports $146.6 million in assets under management across roughly 95 client relationships and implements portfolios made up mainly of mutual funds, ETFs and individual equities held at an independent custodian.

The firm combines behavioral, charting, cyclical, fundamental and technical analysis to construct portfolios aligned with clients’ objectives and risk tolerances, typically using a long-term orientation but with flexibility for tactical adjustments. WealthGen requires a written financial plan before commencing discretionary asset management, conducts ongoing monitoring with formal annual reviews, and provides participant education and enrollment support for retirement plans.

What distinguishes the firm from many peers is its breadth of retirement-plan services — including assistance with investment policy statements, plan committee training, and the option to provide ongoing ERISA fiduciary investment monitoring — and its explicit integration of insurance and business‑succession topics (key‑person planning and executive benefits) into financial planning. The brochure also discloses the firm’s approach to rollovers and the related conflict-of-interest considerations, reflecting an emphasis on documented planning and client disclosures that some similarly sized advisors do not emphasize.