We Want to Help You
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 pursue them.
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.
Being employee-owned and independent makes us different from many other firms. We hold ourselves to the Fiduciary Standard, which means we put your interest before our own–without worrying about outside shareholders or this year's management goals.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
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 work toward preserving and growing 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.
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.
Genesis Wealth Management is a leading financial services firm located in San Antonio, Texas. San Antonio is a vibrant city known for its rich history, diverse culture, and strong economy. The city has a population of over 1.5 million people, making it the seventh most populous city in the United States. San Antonio is a hub for various industries such as healthcare, technology, finance, and tourism. With such a diverse and thriving economy, it's no surprise that San Antonio is home to many successful financial advisors and firms.
Genesis Wealth Management is one such firm that has been serving the people of San Antonio for many years. The firm was founded with the mission of helping people achieve their financial goals and plan for a secure future. They have a team of highly experienced financial advisors who are dedicated to providing personalized financial advice to their clients.
If you are looking for financial advice that will make a real difference, you can trust Genesis Wealth Management. We have a deep understanding of the needs of affluent families and individuals in the greater San Antonio area.