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4thGEN Wealth Management

  209-263-0330   info@4thgenwealth.com

4thGEN Wealth Management

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Our Innovative Resources

One of the greatest values the 4thGEN Wealth Management provides is the ability to provide our clients with comprehensive wealth management solutions. We work hard to connect our clients with the appropriate people and can also  provide resources to outside companies so we can help them work toward their goals. 

SELF-EMPLOYED RETIREMENT PLANS

What are the best retirement plans to reduce income taxes for a business owner? What are the best retirement plans to incent employees? Is there a sound strategy to save for retirement outside of a traditional retirement plan? 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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