Being employee-owned and independent makes us different from many other firms. We hold ourselves to the Fiduciary Standard, which means we put your interest before our own–without worrying about outside shareholders or this year's management goals. You can plan with confidence when your wealth manager works relentlessly for you and not for a parent corporation.
We believe all great relationships are built on trust. We seek to create and develop enduring, highly personalized relationships with you and your family. When you become a Genesis client, our expectation is that you will be treated like family.
You can rest assured that as your life evolves in predictable and unpredictable ways, our experienced wealth managers and Wealth Planning for LifeTM process will help you navigate these changes. We believe our clients should not be restricted to proprietary products and the ‘one size fits all’ approach. We tailor our plans and solutions to your specific situation. The strategies and investments we suggest are ones we believe in and invest in ourselves.
You can take comfort in knowing that we have the time, attention, and expertise to address every dimension of your wealth–now and for generations to come. We will treat your concerns as if they were our own. At the end of the day, we know our success is dependent on keeping our clients first.
When you trust Genesis to serve as your financial partner, you become part of a proud tradition of honesty, integrity, loyalty and personal courage.