Privately owned and operated, Genesis Wealth Management was formed by a group of 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 16 highly experienced Wealth Managers. Our offices are strategically located in San Antonio, Austin, and Tampa 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.
