CareGen Wealth Management
CareGen Wealth Management was founded to provide expertise and guidance to empower women to make better financial decisions for themselves and the people they care about. We believe that your financial resources should be working for you and enhancing your life. Our ultimate goal is to empower our clients to believe in themselves, make the most of their resources, enable smart decisions, and forge better financial outcomes for themselves and the people they care most about.
Wealth management services offered include:
• Investment management utilizing Nobel Prize winning research
• Systematic investment process
• Retirement planning
• Insurance
• Estate planning
• Tax planning
We provide ongoing financial planning and work in coordination with other professionals as necessary. Financial planning only engagements including one-time financial plans, hourly projects, or quarterly engagements are available for clients who prefer to manage their own investments.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.