Why WealthGen Partners?

Beyond the Exit – A Holistic Approach to Wealth & Well-Being

At WealthGen Partners, we go beyond traditional exit planning. We’re not just about helping you sell your business for the highest valuation—we’re about ensuring your legacy, financial security, and personal well-being are set for life.

Your business represents years—if not decades—of hard work. But what happens next? Many business owners struggle to transition from building an empire to living a fulfilled life. That’s where we step in.

Meet Some of Our Team

Our practice leaders combine their specialized expertise and extensive experience with our unique collaborative approach, drawing on a full network of professionals to be your single, trusted partner for both business growth and personal financial planning.
WealthGen Partners - Bill Schloth
Bill Schloth CPA
Subject Matter Expertise:
WealthGen Partners - Nicholas Thompson
Nicholas Thompson
Subject Matter Expertise:
WealthGen Partners - Joe Sanchez
Joe Sanchez
Subject Matter Expertise:
WealthGen Partners - Craig Lenahan
Craig Lenahan
Subject Matter Expertise:
WealthGen Partners - Eddie Tobler
Eddie Tobler
Subject Matter Expertise:
WealthGen Partners - Tim Fullers
Tim Fuller
Subject Matter Expertise:
WealthGen Partners - Tammy Sorrentino
Tammy Sorrentino

Meet Some of Our Business Growth Advisory Board Members

This board consists of seasoned business executives, successful entrepreneurs, and business growth thought leaders. Members either volunteer their time or offer fee-based advice, united by a common mission: helping business owners achieve their long-term goals while building better communities.
WealthGen Partners - Terry Quinn
Terry Quinn
Subject Matter Expertise:
WealthGen Partners - Andrew Magioncalda
Andrew Magioncalda
Subject Matter Expertise:
WealthGen Partners - Tom Distefano III
Tom Distefano III
Subject Matter Expertise: