HR Execs on the Move

WealthGen Advisors

www.wealthgenadvisor.com

 
WealthGen Advisors is a fee-only, concierge wealth management firm. We specialize in generational wealth accumulation and optimized transfer strategies for business owners and retirees.
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million

Executives

Name Title Contact Details

Similar Companies

Winthrop Capital Resources

Winthrop Capital Resources is a Hopkins, MN-based company in the Financial Services sector.

Calcite Credit Union

Calcite Credit Union is a Rogers City, MI-based company in the Financial Services sector.

Creative Agency Group

Creative Agency Group is a Holmdel, NJ-based company in the Financial Services sector.

Kunkel and Associates

Kunkel & Associates, Inc. is a rapidly growing insurance brokerage that provides consultative insurance services to commercial accounts for group benefits, property & casualty, and transportation coverages. Our company is headquartered in Dubuque, Iowa, which is located at the junction of three states, also known as the Tri-State Area. Our mission is to develop long-term, successful relationships with our clients, while providing to our employees a culture of respect, achievement, and both personal and professional growth.

Branch

Branch is the only challenger bank that partners with employers to help working Americans grow financially. Employers turn to Branch not only to help them attract and retain hourly workers but also reduce the costs of paper checks and paycards by offering Branch as a free financial wellness benefit and bank alternative. Employees that sign up with Branch can receive a zero-fee bank account, free instant access to earned wages, and budgeting tools to help them manage their cash flow between paychecks.