4thGEN Wealth Management, LLC of Lodi

4thGEN Wealth Management, LLC of Lodi is a financial planner in Lodi, CA. The firm provides fee-based financial advisory services to pre-retirees, retirees, families, individuals, farmers, ranchers, and both for-profit and non-profit businesses. Their specialized services include investment and portfolio management, business succession planning, corporate retirement plans, estate and elder services, and charitable planning. The firm maintains a 5.00 rating.

The firm focuses on building, managing, preserving, and transitioning wealth through a holistic, multi-generational approach. Co-founder Kenneth F. Levy, a CERTIFIED FINANCIAL PLANNER™ professional, has been a partner with the firm since its founding in 2015 and brings over 40 years of experience in the financial advisory industry. The practice utilizes a team-based approach, drawing upon the knowledge of its members and the expertise of outside tax and legal professionals to assist clients with retirement income planning, tax-efficient strategies, and wealth preservation.

4thGEN Wealth Management, LLC is located on W Kettleman Ln.

The firm is recognized for its commitment to providing high-quality, well-documented information and resources to its clients. Through its dedication to trust, integrity, and mutual respect, the practice stands as a professional resource for those navigating complex financial landscapes.

4thGEN Wealth Management, LLC provides dedicated wealth management and financial planning services to the Lodi community and the Central Valley.