Bringing confidence and integrity to your financial life.
At Genesis, you’ll receive comprehensive and customized wealth management along with a level of personal attention, integrity and problem-solving you won’t find elsewhere.
Focused on your goals, not ours
We’re here to help you pursue your long-term goals and preserve your wealth over generations. You’ll get the benefits of big brand-name wealth managers coupled with the personalized relationship of a boutique firm. But the big difference is our long-term focus, which helps you feel organized and in control of your finances. That’s why our clients frequently refer their family and friends to Genesis.
“We created Genesis to help successful families navigate all aspects of their financial lives. At first, that seemed risky in an industry focused on managing assets. But since 2016, we’ve grown to manage over $1.5 billion for over 1,500 families, primarily by word of mouth.”
— Jereme Brisco
Why We’re Different
There’s nothing easy about preserving and growing your wealth in today’s fast-changing world. That’s why we lead with holistic planning and provide comprehensive family office-style services that help you work toward securing your financial future, now and decades down the road.
Experience
You’ll work directly with an Executive Wealth Manager with an average of over 20 years of experience. They will help you manage your entire financial life, whether the assets are held with our firm or not.
Expertise
All our wealth managers are CERTIFIED FINANCIAL PLANNER™ professionals with extensive training and education in investing, financial planning, and tax and estate planning strategies.
Attention
This is all included in our standard advisory fee. Our wealth managers focus on building solid, life-long relationships with each client.
Problem-Solving
Selling your business? Buying a significant asset? Exercising stock options? Whatever your challenge or opportunity, our entire team of specialists is here to help you analyze your options and support you in making the best decision possible.
Wealth Planning for LifeTM
We use a comprehensive financial planning process that leaves no stone unturned, helping identify your opportunities and address your blind spots.
From financial planning and investing to income planning, tax mitigation and estate planning, we provide family office-style services without all the bureaucracy.
Before we can envision what wealth management will mean for you and your family, we need to learn what is most important to you and your family.
Getting to know you personally plays an essential role in how our Wealth Planning for LifeTM process addresses your needs. We take the time to get to know you beyond your finances. We want to know your dreams and aspirations, your challenges and concerns, your plans and your priorities. We strive to understand your goals so we can create a plan that works toward achieving what is important to you and your family.
Your Wealth Manager will take the time to get to know who you are and where you are headed to form the framework of a wealth management plan that is unique to you. Every subsequent action we recommend flows from this discovery process.
By design, Genesis has invested heavily in sophisticated planning technology and tools. We put these tools and our expert advice to work for our clients in order to help them make well-informed financial decisions and pursue their goals and life’s aspirations, regardless of market uncertainties.
We focus on the elements of wealth management that are truly controllable such as asset allocation and location, market efficiency, costs, and taxation. This process allows us to identify potential opportunities and reduce risks for our clients.
With wealth comes complexity. Through education, we hope to demystify the complexities that often accompany wealth ownership.
Our advisors are just as good at explaining your financial plan as they are at building it. Our goal is to provide you with the wisdom and confidence to move forward with decisions and actions toward achieving your goals.
Education often leads us to identify potential issues that you may not yet see. We look beyond what is currently visible and try to see what may be around the corner.
We don’t propose services; we provide solutions. We offer comprehensive, customized solutions to help work toward preserving and growing your irreplaceable wealth.
We build a fully customized plan that addresses your situation and goals. We emphasize balance in this process. We believe your plan should pursue growth while also ensuring a stable foundation for your capital. Our plans tend to focus less on market benchmarks and more on attaining goals and milestones that are relevant to you. Our goal is to reflect a deep understanding of your unique financial needs and life-long goals.
Ultimately, we develop an organized and simplified picture of your wealth plan that helps you understand what you have in place and where changes are needed to reflect your current and future vision.
We guide clients through strategic decision-making based upon their goals relative to their personal lifestyle, families, and philanthropic endeavors. However, no plan can be achieved without taking deliberate action.
With your commitment to making decisions, we help you turn those decisions into action. We serve as the focal point for insurance, investment, tax, estate, and trust strategies. Then, we work with your other advisors –accountants and attorneys– to move your plan from where it is today to where you want it to be in the future. Throughout the course of our relationship, we work closely with all parties to discover, guide and ultimately deliver a holistic wealth strategy.
We help you reach your goals and objectives in the most collaborative and transparent way.
When we take on clients, we plan to take them on for life. Our role is to anticipate and solve financial problems and provide wealth management leadership so that our clients’ lives can be easier, allowing them to pursue their life’s aspirations.
We understand that the only constant is change. Therefore, we actively seek to maintain communication via regularly scheduled correspondence and meetings, allowing us to make adjustments as your life evolves in predictable and unpredictable ways.
To help you control your financial destiny, we believe it is important to periodically monitor the impact of these changes on your wealth management plan. The aim is to anticipate change, prepare to manage it and fine tune as needed.
Can Genesis help you pursue your goals?
Schedule a free, no-pressure financial review to find out.
Who We Serve
Learn about our wealth management services for USAA employees
Discover our tailored solutions for individuals and families
Learn how our executive wealth management solutions can help you get on track
Learn about our specialized wealth management for business owners
We can help you navigate the complexities of retirement planning
Discover our tailored institutional wealth management solutions
Learn how Genesis can assist you with specialized wealth management for veterans.
Learn more about our personalized wealth management for women
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What We Do
At Genesis Wealth Management, we’ve helped thousands of high net worth clients feel more confident about their money. Instead of one-size-fits-all advice, we offer customized, family-office-style solutions that provide the specialized expertise you won’t outgrow.
Find a Genesis Wealth Management Location
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