Financial Advisor San Antonio

Bringing confidence and integrity to your financial life.

Genesis Wealth Management – Your Trusted Financial Advisor in San Antonio

Genesis Wealth Management is a leading financial advisory 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 healthcare, technology, finance, and tourism industries. With such a diverse and thriving economy, it’s no surprise that San Antonio is home to many successful financial advisors and firms.

We are 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 pursue their financial goals and pursue a secure future. They have a team of highly experienced financial advisors in San Antonio, Texas 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.

San Antonio Team

Our Services

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.

What Do Our Financial Advisors in San Antonio Offer?

At Genesis Wealth Management, we guide affluent individuals and families in achieving their financial goals. Our experienced advisors, all holding esteemed credentials like CFP® and ChFC®, offer personalized wealth management in San Antonio, TX that matches your aspirations. We give financial advice for

How Our Financial Advisors in San Antonio Work?

We focus on understanding your unique goals and aspirations and then craft a personalized plan to help you achieve them.

Here’s a glimpse into our process:

Building a Relationship

Our process starts with getting to know you as an individual. We go beyond the numbers to understand your dreams, challenges, and priorities. This personal connection allows us to design an extremely tailored plan.

Collaborative Planning

Our advisors use sophisticated tools and their experience to analyze your financial landscape. We focus on asset allocation, risk management, and tax efficiency. This helps us identify opportunities and minimize risks for your financial future.

Financial Knowledge

Financial planning can be complex. Our advisors provide clear explanations and ongoing knowledge. Learned clients make better decisions, and we'll build your confidence throughout your financial journey.

Customized Solutions

We don't offer generic solutions. Instead, our team builds a comprehensive, customized plan that addresses your specific situation and goals.

Taking Action

A well-crafted plan needs to be well-implemented too. We'll guide you through strategic decisions and collaborate with your existing accountants and attorneys.

More Than Financial Advice—We’re your Fiduciary Advisor in San Antonio

As CFP® professionals, we act as fiduciaries and therefore, act in the best interest of the client. We are not driven by incentivized investments that generate high commissions for us but are not the best fit for you.

This is where our commitment as a fiduciary advisor sets us apart.

At Genesis Wealth Management, we hold ourselves to the highest ethical standard: fiduciary duty. This legal obligation compels us to prioritize your best interests above all else. You’ll pay a flat rate for our recommendations that are based solely on what aligns with your unique financial goals.

Here’s what that means for you:

Unbiased Recommendations:

We have no incentive to push specific products or investments. We focus on crafting a personalized strategy that aligns with your needs and risk tolerance.

Transparent Fees:

Our fees are clear and upfront. No hidden commissions or surprise deductions from your investments.

Alignment of Interests:

Our success hinges on yours. Your financial well-being is our top priority.

Frequently Asked Questions

What's the difference between a financial advisor and a wealth manager?

Financial advisors and wealth managers, both provide financial guidance. The latter caters to clients with a significantly higher net worth. Whereas, the former works with a broader range of clients, including those with lower asset levels.

Do I need a financial advisor, when should I hire one?

Our financial advisors guide and support you in your unique financial goals.

A financial advisor for San Antonio’s most successful families could be a good fit for you if you have concerns about

asset protection strategies
risk management
tax planning
asset allocation

How often will I meet with my financial advisor in San Antonio, TX?

Regular communication is key to a successful financial partnership. We typically recommend quarterly meetings to review your progress, discuss any life changes, and make adjustments to your plan as needed. But, in case you have any concerns or questions, you can schedule additional meetings as needed.

What is your approach to managing substantial and complex investment portfolios?

At Genesis Wealth Management, we

Understand your goals and risk tolerance.
Use sophisticated tools to craft personalized strategies focused on asset allocation, risk management, and tax efficiency.
Incorporate traditional and alternative investments.
Continuously review and adjust your portfolio.
Provide regular updates and clear communication.

Our fiduciary duty ensures unbiased advice and transparent fees, prioritizing your best interests.

Can you assist with complex tax situations involving multiple jurisdictions?

Yes, we ensure comprehensive and compliant tax solutions tailored to your needs. We

Understand tax laws across jurisdictions.
Develop strategies to minimize liability and maximize wealth.
Work with your accountants and tax attorneys.
Guide on foreign income and compliance.
Adjust strategies based on the latest tax law developments.

Address
19707 West Interstate 10 Frontage Road
Suite 108
San Antonio, TX 78257
Hours
Monday - 9am-5pm
Tuesday - 9am-5pm
Wednesday - 9am-5pm
Thursday - 9am-5pm
Friday - 9am-5pm
Phone
(210) 686-9000
Appointment
info@GenesisWealthTX.com
Directions
From East: Take VA-230 W. Turn Right onto US-29 N. Take slight left onto US-29 BUS N/S Main St.
From West: Take US-29 N. Take slight left onto US-29 BUS N/S Main St.
From North: Take US-29 S. Slight right onto US-29 BUS S/N Main St.
From South: Take US-29 N. Take slight left onto US-29 BUS N/S Main St.

Financial Advisor San Antonio

Bringing confidence and integrity to your financial life.

Genesis Wealth Management – Your Trusted Financial Advisor in San Antonio

San Antonio Team

Jereme Brisco

Michael Dubensky

Jon Thompson

Rick Poligala

Charles Lara

Ben Beecher

Ross Van Klaveren

Geraldo Reyes

Heidi Malone

Robert Harlan

John Lander

Carlos Lopez

Xavier Gutierrez

Elena Martinez

Anna Garza

Tiffani McDonald

April Jacquo Zarate

Kaela Eby

Our Services

What Do Our Financial Advisors in San Antonio Offer?

How Our Financial Advisors in San Antonio Work?

Building a Relationship

Collaborative Planning

Financial Knowledge

Customized Solutions

Taking Action

More Than Financial Advice—We’re your Fiduciary Advisor in San Antonio

Unbiased Recommendations:

Transparent Fees:

Alignment of Interests:

Frequently Asked Questions

Meet With Us

Who We Are

What We Do

Who We Serve

Locations

Genesis Insights

A Brief History of Estate Taxes

Understanding Marginal Income Tax Brackets

Life Insurance Myths: Debunked

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