Managing a busy life is challenging enough, so how do you find time to plan for your long-term financial well-being? Discover how Genesis Wealth Management offers tailored solutions for individuals and families so you can feel confident and in control again.
Common Questions and Challenges
- How can I protect my family’s wealth from market fluctuations, recessions and other adverse economic events?
- What strategies can help us save for college?
- How can I prepare for unexpected life events that could impact my family’s financial health?
- Do I have the right types and amounts of insurance?
- How can I protect family wealth from lawsuits, divorces and other events?
- What strategies can help reduce my tax bills?
How We Can Help
Genesis Wealth Management is experienced in addressing the unique financial complexities people face today. We offer solutions that maximize your family’s assets and build a foundation for future generations and the causes you support.
Individual and Family Wealth Management
Our Executive Wealth Managers don’t just pay attention to your investments. Instead, these CERTIFIED FINANCIAL PLANNER™ professionals use our Wealth for Life™ process to take a 360-degree view of your financial landscape. We analyze your goals, risk tolerance, and current circumstances to build a customized financial plan that integrates everything from investment strategies and retirement planning to tax planning and risk management.
Tailored Investment Strategies
Discipline and prudent choices are vital to building wealth over the long run. Genesis uses an evidenced-based approach to craft a personalized investment portfolio to align with your financial objectives and risk profile. Instead of simple mutual fund or ETF portfolios, we incorporate more sophisticated strategies and alternative investments to strive for better after-tax returns.
Working Toward Securing Your Retirement
Retiring in an uncertain financial climate can be stressful. We help minimize that stress with retirement income planning so you can create an income stream that you can rely on. We’ll also help you arrange that income in the most tax-efficient manner possible so you can keep more in your pocket.
Tax Minimization for Individuals and Families
Tax planning is a critical aspect of individual and family wealth management but is too often overlooked. Your Genesis wealth manager will work with you and your tax professional to identify and implement strategies to reduce your tax liability and save you money. This consistent attention to taxes can compound, making a big difference in your after-tax results.
More Attention to Help You Pursue Your Goals
Most importantly, we deliver the high level of service you need to stay accountable to your own goals. Your Wealth Manager and the Genesis team are here to support you in making the best decisions possible to maximize your resources. We’ll stay in close touch with you based on a personalized communication schedule, so we’ll be here when you need us.
