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4thGEN Wealth Management

  209-263-0330   info@4thgenwealth.com

4thGEN Wealth Management

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  1. Home
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  3. Committed to Our Community

Committed to Our Community

We believe being a responsible corporate citizen is not only the right thing to do, but the right thing to do for our business.

Here are some of the organizations we serve, or have served, through the giving of our time, talent and treasures:

  • Building Industry Association of the Delta
  • First Baptist Church, Lodi
  • Greater Stockton Chamber of Commerce
  • Lodi Lion's Club
  • United Way
  • World of Wonders Science Museum, Lodi, CA
  • YMCA of San Joaquin County
  • Knights of the Vine
  • Lodi Amateur Vintners Association
  • Grace Presbyterian Church
  • Lodi Chamber of Commerce

Investing in our community through volunteerism and financial support is an integral part of our culture. Our team members are committed to making a real and positive impact where we live, work and raise families.

- Ken Levy, Corey Daniel and Dudley McGee

CHARITABLE REMAINDER TRUSTS

How can your charity and you both benefit from your gift? What are some effective gifting strategies? Learn the answers to these questions and more.

» READ THE REPORT

About

  • Our Team
  • Our Code of Ethics
  • Our World Class Resources
  • Committed to Our Community
  • What a CFP® can do for you.

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Contact info

  •   2111 W. Kettleman Lane, Ste. C, Lodi, California 95242
  •   209-263-0330 or 844-695-5504
  •   corey.daniel@4thgenwealth.com
  •   ken.levy@4thgenwealth.com
  •   dudley.mcgee@4thgenwealth.com

Securities and Advisory Services offered through LPL Financial, a registered investment advisor,  Member FINRA & SIPC.  The LPL representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AR, CA, CO, FL, GA, HI, ID, MD, NV, OR, TX, VA, VT, WA
 

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