Our Team

Bringing confidence and integrity to your financial life.

The Right Team to Help You Pursue Your Goals

In today’s complex financial climate, you need advice from seasoned professionals, not junior associates.  Averaging over 20 years of professional experience, Genesis Wealth Managers bring expertise across all areas of the financial spectrum.  They can help you address your most complex financial problems so you can make the best decision possible.

Our team offers specialized advice on investments, tax reduction strategies, business succession, executive compensation, estate planning, life insurance, retirement, health care planning and more.

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