INTEGRITY. TRUST. PROSPERITY.

Welcome to WLTH

From financial planning to legacy building, we offer a clear path forward—anchored in a relationship you can count on.

Learn More

INTEGRITY. TRUST. PROSPERITY.

Welcome to WLTH

From financial planning to legacy building, we offer a clear path forward—anchored in a relationship you can count on.

Learn More

OUR SERVICES

Personalized Wealth Planning for Every Stage of Life

From stock options to estate guidance, we offer strategic financial planning that covers every facet of your financial picture — tailored to your goals, risk profile, and future vision.

Comprehensive Financial Planning

Our commitment: Guiding you through every stage of your financial journey.

Goal Oriented  Portfolio Management

We manage your portfolio with the same discipline and drive that shape your biggest decisions.

Tax Planning and Coordination

Our personalized strategies go beyond tax season, supporting your long-term success and a partnership you can trust.

Charitable Giving

We align your philanthropic goals with a personalized financial plan—fueling growth and maximizing impact.

OUR APPROACH

Your plan should fit your life, not the other way around.

Step 1: Get to know each other

We’ll start by understanding what really matters to you—your goals, your dreams, and your priorities.

Step 2: Gather the details

We dive into your financial picture, whether you’re building wealth or already have significant assets.

Step 3: Analyze & connect the dots

We evaluate where you are, where you want to be, and how to get you there.

Step 4: Present your plan

We’ll share the plan we’ve crafted for you, walking you through options and making sure you’re fully informed—no jargon, just clarity.

Step 5: Put it into action

Together, we’ll implement the plan, keeping you updated every step of the way.

Step 6: Keep things on track

As life changes, so will your plan. We’ll monitor your progress and adjust as needed to keep things on course.

OUR APPROACH

Your plan should fit your life, not the other way around.

Step 1: Get to know each other

We’ll start by understanding what really matters to you—your goals, your dreams, and your priorities.

Step 2: Gather the details

We dive into your financial picture, whether you’re building wealth or already have significant assets.

Step 3: Analyze & connect the dots

We evaluate where you are, where you want to be, and how to get you there.

Step 4: Present your plan

We’ll share the plan we’ve crafted for you, walking you through options and making sure you’re fully informed—no jargon, just clarity.

Step 5: Put it into action

Together, we’ll implement the plan, keeping you updated every step of the way.

Step 6: Keep things on track

As life changes, so will your plan. We’ll monitor your progress and adjust as needed to keep things on course.

Trusted by Clients.
Proven by Experience.

“After 28 years at Intel, deciding to take an early retirement package was a major life decision. Thanks to Cean at WLTH Capital Management, we approached it with confidence and clarity. His experience, thoughtful guidance, and genuine care gave us the peace of mind we needed to move forward. Thanks to Cean’s work, we feel secure in our financial future and excited about this next chapter. We’re incredibly grateful to have him as a trusted advisor—and now, a key part of our journey ahead.”

– Steve and Heather B.

This endorsement was provided by Steve & Heather Brown., who are not current clients of WLTH Capital Management, LLC. No compensation was provided for this endorsement. Steve & Heather Brown’s experience may not be indicative of all client experiences.

“The main reason I hired—and continue to stay with—Cean is trust. I know he operates with complete honesty, puts my family’s interests first, and keeps our relationship free of hidden agendas. After many disappointing experiences with other financial institutions and advisors, Cean has been the only one who has never broken that trust.”

– Deb H.

This testimonial was provided by Deb H. a current client of WLTH Capital Management, LLC. No compensation was provided for this testimonial. Deb H.’s experience may not be indicative of all client experiences.

“My wife and I have been clients of Cean Kenefick Rogers for nearly 10 years, and we couldn’t be more pleased with the service we’ve received. From the very beginning, we’ve been impressed by the personalized attention and thorough explanations provided by our financial advisor. He has always taken the time to ensure we understand how our portfolios are being managed and how his strategies are setting us up for a successful retirement. Cean’s expertise in both financial planning and tax preparation has been invaluable to us. We feel confident knowing that our financial future is in good hands, and we appreciate the care and consideration they’ve shown us throughout the years. If you’re looking for a financial advisor who truly puts your needs first, we highly recommend Cean and his new company WLTH Capital Management.”

– Chuck M.

This testimonial was provided by Chuck M. a current client of WLTH Capital Management, LLC. No compensation was provided for this testimonial. Chuck M.’s experience may not be indicative of all client experiences.

A Relationship You Can Count On

Guided by the experienced leaders at the heart of our firm, our team shares a client-first philosophy rooted in insight, integrity, and trust.

Cean Kenefick-Rogers // CFA®, CFP®, AIF®

FOUNDER & CEO

With over 20 years of experience in the financial services industry, Cean specializes in serving high-net-worth clients with complex investment needs. Cean holds some of the most prestigious designations in the financial services industry as a CERTIFIED FINANCIAL PLANNER^™, Chartered Financial Analyst®, and an Accredited Investment Fiduciary®.

Cean is passionate about building lasting, trust-based relationships with his clients. He focuses on helping them understand the value of professional guidance while providing the confidence and peace of mind needed to pursue their financial goals.

Rick Spadaro

MANAGING DIRECTOR

Rick Spadaro brings nearly 20 years of experience in a variety of financial roles. He began his career at Goldman Sachs in Private Wealth Management, later joining UBS’s Leveraged Finance Group to lead structured finance transactions.

In 2014, Rick moved to Intel Corporation, where he held leadership roles in corporate reporting and business development. His broad background—from capital markets to strategic planning—adds a dynamic, cross-functional perspective that strengthens the firm’s client solutions and innovation.