Sarasota, FL N Gulfstream Ave. Office
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Wealthgen Advisors, LLC
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About
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.
Based on Wealthgen Advisors, LLC
Expertise
Based on Wealthgen Advisors, LLC
Location
1239 N Gulfstream Ave., Suite 4
Sarasota FL 34236
Advisors at this office
3
Advisors at this office
Richard R
Series 65
Sarasota, FL
Wealthgen Advisors, LLC
Richard Rayles III is a Series 65-licensed financial advisor with WealthGen Advisors, LLC, based in Sarasota, FL. He has three years of industry experience and previously worked at DM Creative and Kryptonite Digital. Outside of his advisory role, he is the owner of a retail merchant business, R and R Trading Group LLC. WealthGen Advisors primarily serves individual clients, including high-net-worth individuals, and small businesses by providing discretionary asset management, comprehensive financial planning, and retirement plan consulting and education. The firm manages approximately $146.6 million in assets and employs a blend of behavioral, charting, cyclical, fundamental, and technical analysis to build portfolios aligned with client objectives and risk tolerances.
Tieler G
CFP®, CFA®
Sarasota, FL
Wealthgen Advisors, LLC
Tieler Gittleman is a CFP® and CFA® affiliated with Wealthgen Advisors, LLC, with six years of prior experience at Northern Trust Wealth Management and one year at VanEck. He joined Wealthgen Advisors in 2026. Wealthgen Advisors serves primarily individual clients, including high-net-worth individuals, and small businesses by providing discretionary asset management, comprehensive financial planning, and retirement plan consulting. The firm uses a combination of behavioral, charting, cyclical, fundamental, and technical analysis to develop portfolios aligned with client objectives and risk tolerances, and it distinguishes itself through comprehensive retirement-plan services and integration of insurance and business succession topics in its planning.
Jennifer D
CFP®, Series 66
Sarasota, FL
Wealthgen Advisors, LLC
Jennifer Doak is a CFP® professional with 13 years of industry experience. She is currently with WealthGen Advisors, LLC and previously worked at Fidelity Brokerage Services LLC and Charles Schwab. WealthGen Advisors serves primarily individual clients, including high-net-worth individuals, and small businesses by providing discretionary asset management, comprehensive financial planning, and retirement plan consulting and education. The firm utilizes a combination of behavioral, charting, cyclical, fundamental, and technical analysis to construct portfolios aligned with clients’ objectives and risk tolerances, with an emphasis on retirement-plan services and integrated insurance and business-succession planning.
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