Modern Investment Technology + Personal Advice =
Investment Success

How We Help You

WealthNGen is a financial services and investment management firm that brings together the benefits that come with applying technology to financial planning and investing, with the personal touch and intelligence that can only be delivered by a personal relationship with a local trusted advisor.

Investment technology has benefits.

Simplified, No Hassle Account Setup

In this modern age, it shouldn’t be necessary to deal with complex forms and hassles taking days or weeks to setup an investment account. We have streamlined this process to make setting up your accounts easy and fast.


Our new investing platform was designed to save you time and money. With fees far below the industry average, you will have more to invest, potentially making a huge difference in the speed at which you can reach your goals. In most circumstances, our clients will not pay a commission, or transaction fee. You can read more about our Honest Pricing here.


WealthNGen provides you access to intuitive investing and financial planning tools that allow you to take control of your financial goals and see if you’re on the right path to financial success. If you are, great! If you’re not, we’ll show you how to fix that. Our financial planning tools are always available to help you to model your financial situation. If you you would rather have someone walk you through it, we are here to help.


One of the greatest benefits to using technology in financial services is giving you access to all of your financial information and the ability to make changes on the go. We provide easy access to your accounts using mobile devices, like tablets and smartphones, so you can be sure that your reality is in line with your goals, from anywhere.

Value of a Personal Relationship

At WealthNGen, we use sophisticated technology, but we also realize that a machine will never understand the depth of the connection between you and your loved ones, or understand the feeling of freedom that comes with not having to worry about college education for children, securing a comfortable retirement, or leaving a legacy. We value that personal relationship as much as you do and are here to help, every step of the way.

It has been shown that working with a financial advisor can give you as much as a 3% consistent advantage, on average, over those investors that go it alone. This advantage comes from two basic areas. First, having a relationship with a trusted advisor can help prevent you from making decisions that may not be in your best interest, such as, trying to time the market and chasing past performance.

Time Tested Experience

Second, working with an advisor that has time tested experience in allocating portfolios, helps to make sure that you are not taking on unreasonable risks, and are investing your money into the right places over time. We bring over 50 years of investment experience to the table, so the portfolio managers and research analysts at WealthNGen have an abundance of experience. We pride ourselves in our ability to make adjustments to our portfolios as different opportunities present themselves. You can learn more about how we apply this experience to our Smarter Portfolios here.

Are you looking to take advantage of modern investment technology and gain the benefits of a personal relationship with a trusted financial advisor?