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.

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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.

Jereme Brisco - financial advisor san antonio

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. 

Discovery
Analysis
Education
Solutions
Implementation
Planning for Life
Wealth Planning for Life

Can Genesis help you pursue your goals?

Schedule a free, no-pressure financial review to find out. 

Who We Serve

USAA Retirees and Employees

Learn about our wealth management services for USAA employees

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Families and Individuals

Discover our tailored solutions for individuals and families

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Executives

Learn how our executive wealth management solutions can help you get on track

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Business Owners

Learn about our specialized wealth management for business owners

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Retirees

We can help you navigate the complexities of retirement planning

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Institutional Clients

Discover our tailored institutional wealth management solutions

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Medical Professionals
We specialize in helping medical professionals like you get control of your money
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Veterans

Learn how Genesis can assist you with specialized wealth management for veterans.

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Women

Learn more about our personalized wealth management for women

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Non-Profits

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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.

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Leadership

Jereme Brisco - financial advisor san antonio

Jereme Brisco

CFP®, CHFC®
Founding Partner
Michael Dubensky - Genesis Wealth Management

Michael Dubensky

CFP®, CLU®, MBA
Managing Partner
Jon Thompson - Genesis Wealth Management

Jon Thompson

CFP®, CHFC®
Managing Partner
Rick Poligala - Genesis Wealth Management

Rick Poligala

CFP®, MS
Chief Operating Officer

Find a Genesis Wealth Management Location

Crown Ridge

San Antonio

Fair Oaks

San Antonio

Stone Oak

San Antonio

Bridge Point

Austin

Ashley Drive

Tampa

Hidden River

Tampa

Genesis Insights

Wealth Manager Spotlight: Jereme Brisco
Blog
Michael Dubensky

Wealth Manager Spotlight: Jereme Brisco

Today, we’d like to highlight and celebrate Jereme Brisco’s 5-year anniversary as the founding member of Genesis Wealth Management. At Genesis Wealth Management, we pride ourselves on having a team that is experienced, dedicated, and the best of the best. And, as part of our work-family culture, we support each

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Blog
Jereme Brisco

Meet Trammell Cooper

At Genesis Wealth Management, we understand finding a partner to help manage your wealth is a decision as personal as it is financial. Our clients describe their experience working with us as joining a family, due to our strong culture of collaboration and support amongst our team and shared traditions

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