WLTH Capital Management Launches with a Focus on Personalized, Strategic Wealth Management

WLTH Capital Management, an independent wealth management firm, officially launched today. The firm, founded by Cean Kenefick-Rogers, CFA®, CFP®, AIF®, former Co-Founder and CEO of Ironwood Wealth Management, specializes in delivering personalized and strategic financial planning services to clients with complex needs across the nation.

1. About WLTH Capital Management
   • WLTH is a modern, fee-only registered investment advisor (RIA) firm that focuses on helping clients navigate the complexities of wealth management at every stage of life.
   • Services offered include comprehensive financial planning, goal-oriented portfolio management, tax planning, and coordination.
2. Founder’s Background and Vision
   • Cean Kenefick-Rogers brings over 20 years of experience in financial services, having co-founded Ironwood Wealth Management and serving as its CEO for six years.
   • He holds top designations in the industry, including CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst®, and Accredited Investment Fiduciary®.
   • Kenefick-Rogers’ vision for WLTH is to help clients build, protect, and transition wealth while creating meaningful legacies through a client-first approach.
3. The Firm’s Client-First Philosophy
   • WLTH’s approach is rooted in insight, integrity, and trust, emphasizing a client-first philosophy that ensures financial decisions are made in the best interest of the clients.
   • The firm’s promise is to “lead with clarity, act with discipline, and serve with integrity,” ensuring clients receive thoughtful, strategic advice.
4. Services Offered by WLTH
   • Comprehensive Financial Planning: Tailored strategies designed to help clients achieve their financial goals.
   • Goal-Oriented Portfolio Management: Customized investment strategies aligned with clients’ objectives and risk tolerance.
   • Tax Planning and Coordination: Strategies that help clients optimize their tax efficiency and ensure long-term wealth preservation.
5. How to Connect with WLTH Capital Management
   • Prospective clients can learn more or get in touch by visiting wlthcapitalmanagement.com or calling 480-795-4475.

WLTH Capital Management brings a modern, client-focused approach to wealth management, offering strategic solutions designed to meet the unique needs of clients with complex financial situations. With Cean Kenefick-Rogers at the helm, the firm is committed to providing expert guidance to help clients build and sustain wealth for future generations.