4thGEN Wealth Management, LLC of Galt

4thGEN Wealth Management, LLC of Galt is a wealth management firm serving clients in Galt, California, with a focus on providing comprehensive financial planning and advisory services. The firm specializes in multi-generational wealth management for pre-retirees and retirees, business owners, farmers and ranchers, high net worth families, and individuals seeking long-term financial security. Services include investment and portfolio management, business succession planning, corporate retirement plans, estate and elder services, charitable planning, IRA and rollover management, trust services, and access to lending through affiliated partners. The firm operates on a fee-only basis, charging advisory fees based on assets under management without commissions, emphasizing transparency and client-centered strategies. With a perfect 5.00 rating, the firm is recognized for its trusted, client-focused approach and deep expertise in financial independence planning.

Founded in 2015 by Kenneth F. Levy, CFP®, the firm is built on a foundation of trust, integrity, and mutual respect. Levy brings over four decades of experience in financial advisory services, beginning his career in 1984. His background includes expertise in investment management, retirement income planning, tax-efficient strategies, and wealth preservation. The firm’s philosophy centers on creating lasting, meaningful relationships that span generations, supporting clients through every stage of financial life. By collaborating with skilled tax and legal professionals, 4thGEN Wealth Management ensures holistic, well-rounded financial strategies tailored to each client’s unique goals.

Located at 2111 W Kettleman Lane in Lodi, California, the firm operates from a dedicated office space within the city limits, serving the broader Central Valley region. While specific nearby landmarks are not listed, the office is situated on a major thoroughfare in a well-established commercial area, accessible to residents across the region.

The firm is distinguished by its well-documented online presence and a website that search engines read clearly, reflecting its commitment to transparency and professional credibility. This strong digital footprint supports its reputation as a reliable, accessible advisor for clients navigating complex financial decisions. With decades of experience and a steadfast focus on client outcomes, 4thGEN Wealth Management, LLC stands as a trusted leader in wealth planning within Galt and the surrounding communities.