Our Philosophy/Approach

Bringing confidence and integrity to your financial life.

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.

Advanced Strategies

For new investors, cookie-cutter strategies can be effective and appropriate. But as your wealth grows, sticking to basic strategies may mean missing out on opportunities for diversification, growth or tax savings. Our wealth managers are well-versed in advanced financial planning and investment strategies. Whether it’s increasing exposure to alternative investments, adding sophisticated asset protection and estate planning strategies, or helping you give away money in the most tax-efficient manner possible, we can help. As your needs grow, Genesis provides the specialist help you need to be more confident about your portfolio and future.

Real Conversations

Building wealth often requires choosing discipline over instant gratification.
Your Genesis wealth manager isn’t afraid to have the hard conversations that can keep you accountable to your own goals.

As a full-service provider, we’re here to help you navigate life’s big decisions so you can always benefit from careful analysis and collaborative input.

Proactive, Not Reactive

Too many times, financial advice is only reactive, which can result in lost opportunities or outsized losses. We do not agree with that way of doing business.

Our proactive approach means we’re constantly scanning the horizon for ways to protect or optimize your assets. As the financial landscape changes, your wealth manager will stay on the lookout for ways to enhance your returns, save money, or adjust your investments for changing market conditions.

Protect and Grow

When you’re successful, it’s not just about accumulating wealth. It’s about preserving what you’ve worked so hard to build. So, while we seek avenues for growth based on your goals, we equally prioritize protective measures that ensure your hard-earned assets can better withstand volatility and risk.

Our long-term approach also helps with successful intergenerational wealth transfer. Your Genesis Wealth Manager can help you ensure heirs are prepared, and help put protections in place to sustain your legacy over time.

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