Modern Wealth to Acquire Lodi Firm With $330 Million in Assets
Modern Wealth says 4thGEN’s three advisors and two support staff will join the firm. The announced deal follows a September acquisition in Auburn.
Lodi, California (CA) offers a mix of quiet neighborhoods and everyday conveniences. From weekday practicality to weekend exploring, it’s easy to build a simple plan without overthinking it. Use this page when you want ideas for Lodi CA-from food and coffee to parks, shopping, and local services. Share what you love about the area.
Modern Wealth says 4thGEN’s three advisors and two support staff will join the firm. The announced deal follows a September acquisition in Auburn.
Lodi is advancing a downtown revitalization effort focused on the Downtown Specific Plan, historic preservation, walkability, public safety and the Civic Center.
Lodi’s fire department and WM announced an eight-week disposal-safety campaign on July 22, with bus and farmers-market outreach and a Sept. 5 e-waste event.
Lodi adopted a downtown framework for housing, streets, mobility and preservation on June 3, but funding, zoning and project approvals still lie ahead.
Lodi, CA — February 6, 2026 — City updates, weekend events, and public safety notes shape today’s local brief as residents head into the weekend.