Broker Check
Our Philosophy

Our Philosophy

Our belief system ensures we will maintain our freedom to find the best solutions for our clients, that we continue to enhance our team’s deep financial expertise, and the relationships with our clients are the centerpiece of our commitment to serving them for life.

Learn more
Why Genesis?

Why Genesis?

When you trust Genesis to serve as your financial partner, you become part of a proud tradition of honesty, integrity, loyalty and personal courage.

Learn more


Control Your Financial Destiny

More than money, your wealth is a reflection of a life’s work and the foundation for everything you and your family have yet to do.

When you’re a Genesis client, you’ll experience a level of service and personal attention that’s hard to find elsewhere. Each Wealth Manager on our team serves only a select group of clients, which allows them to keep their focus on your goals and how we can help you reach them.

Wealth Planning for LifeTM

Our Wealth Planning for LifeTM process guides you through a disciplined six-step process designed to build your comprehensive wealth management plan and develop confidence in your decisions.

  • Discovery

    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.

  • Analysis

    We focus on the elements of wealth management that are truly controllable such as asset allocation and location, market efficiency, costs, and taxation.

  • Education

    With wealth comes complexity. Through education, we hope to demystify the complexities that often accompany wealth ownership.

  • Solutions

    We don’t propose services; we provide solutions. We offer comprehensive, customized solutions to help you preserve and grow your irreplaceable wealth.

  • Implementation

    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.

  • Planning for Life

    When we take on a clients, we plan to take them on for life. We provide wealth management leadership so that our clients' lives can be easier, allowing them to pursue their life’s aspirations.

Helpful Content

Have a question? We're ready to help.

Thank you!

Helpful Content

<p>Surprise! You&#8217;ve Got Money!</p>

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.
Learn More
<p>Revising Estate Strategy Assumptions</p>

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Learn More
<p>Mortgages in Retirement</p>

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Learn More