4thGEN Wealth Management, LLC of Galt

4thGEN Wealth Management, LLC of Galt is a wealth management firm in Galt, California. The firm builds, manages, preserves and transitions wealth for business owners, farmers, high net worth families and investors at or near retirement. Its services include investment and portfolio management, business succession planning, corporate retirement plans, family partnerships, charitable planning, IRAs and IRA rollovers, estate and elder services, education funding, trustee services and insurance solutions, along with access to lending services through its affiliates. It serves pre-retirees and retirees, for-profit and non-profit businesses, families and individuals, and farmers and ranchers.

The firm describes its approach as fee-based: no commissions are charged on advisory accounts, and an advisory fee is charged based on assets under management. Its stated vision is to be a multi-generational wealth management group in the Central Valley of California, and it works with outside tax and legal professionals alongside its own team. Kenneth F. Levy, CFP, is co-founder and partner; he began his career in financial advisory services in 1984 and has served as co-founder of 4thGEN Wealth Management, LLC since its founding in 2015. He holds a bachelor's degree in business with an emphasis in finance from California State University, Sacramento, and works with clients on investment management, retirement income planning, tax-efficient strategies and wealth preservation.

The office is on W Kettleman Ln in Galt and holds a rating of 5.00 from the customers who have reviewed it.