You can take comfort knowing that we have the time, attention, and expertise to address every dimension of your wealth – now and for generations to come.
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.
When you trust Genesis to serve as your financial partner, you become part of a proud tradition of honesty, integrity, loyalty and personal courage.
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.
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.
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.
We focus on the elements of wealth management that are truly controllable such as asset allocation and location, market efficiency, costs, and taxation.
With wealth comes complexity. Through education, we hope to demystify the complexities that often accompany wealth ownership.
We don’t propose services; we provide solutions. We offer comprehensive, customized solutions to help you preserve and grow your irreplaceable wealth.
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.
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.
Surprise! You’ve Got Money!
Revising Estate Strategy Assumptions
Mortgages in Retirement