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.
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.
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 work toward preserving and growing 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 in an effort for our clients' lives to be easier, allowing them to pursue their life’s aspirations.
| No strategy assures success or protects against loss. |
The Power of Compound Interest
A Brief History of Estate Taxes
