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OUR STORY


Privately owned and operated, Genesis Wealth Management was formed by a group of three former USAA Senior Wealth Managers with one goal in mind – always put the clients first. They wanted to establish a firm that could simplify our clients’ lives by having all the resources they need under one roof. Today, Genesis Wealth Management has grown to 15 highly experienced Wealth Managers. Our offices are strategically located in San Antonio, Austin, Tampa and Jacksonville serving individuals, families, businesses and institutions across the United States.

The Genesis leadership team is very selective when considering new team members to serve our clients and represent our brand. Each Wealth Manager spent the bulk of their career at USAA serving high net worth individuals, families and USAA executives. During this time at USAA, many of us became close friends, which provides a strong chemistry and culture of collaboration among team members.

While our clients and team members have provided a great foundation for Genesis, our vision is to continue to enhance the quality of our services and expand our capabilities to best meet our clients’ needs. We do this through a combination of developing our team, enhancing our technology tools, and continuing to grow our intellectual capital.

We understand financial decisions carry great responsibility and believe it is our privilege to serve clients in our community and across the nation.