Newgen Wealth Creation LLC

Overview

Newgen Wealth Creation LLC is an independent registered investment adviser that serves both individual/family and institutional clients. The firm structures advice around financial planning and discretionary portfolio management, and it also publishes periodicals or newsletters as part of its client communications. Newgen reports an active ESG orientation, which factors into how it selects and weights public equity and ETF exposures. Investment activity shows a clear tilt toward equities: the adviser favors exchange-traded instruments as the primary vehicle for client portfolios while supplementing those core exposures with mutual funds and annuities where appropriate. The firm lists pension consulting among its advisory services, indicating experience working with retirement plan sponsors and institutional mandates in addition to smaller businesses and individual clients. Fee arrangements combine a percentage-of-AUM model and fixed-fee engagements, allowing flexibility depending on client needs and the scope of services.

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Location & Offices