Broker Check

Business Wealth Management


Being a business owner often adds complexity to your personal and business finances. Our team of Financial Advisors has the experience to support the complex needs of today’s business owners.


Many Genesis Wealth Advisors clients are both personal investors and business owners. We understand the challenges today's business owners face. We’ve helped business owners create and manage wealth.

 Our Team of Financial Advisors can Provide Access to the Following Solutions: 

  • Business Succession Planning: The biggest risk and the biggest asset owned by a business owner is often their business. Our team of Financial Advisors will work with you to identify your primary goals, alternative transfer strategies, and actions best-fit to safeguard the survival and growth of your business in the event of your or your partner's disability or retirement.
  • Retirement Plans: Whether you’re a sole proprietor or an owner of a mid-sized company, our team of Financial Advisors can help you get the most out of your workplace retirement plan. For a business, a retirement plan serves two purposes, to provide for your own retirement and to reward and retain quality employees. They can help analyze your needs, provide recommendations on plan design and conduct vendor searches. This may help you reduce costs, maximize benefits and improve plan services. 


In addition, our team of Financial Advisors can provide investment guidance to help you administer your plan’s investment choices. Support may include helping you with the design and implementation of corporate retirement plans. They will discuss the benefits of business retirement plans and provide ongoing education to your plan participants and employees. 


For smaller businesses, our team of Financial Advisors can offer advice on retirement plans such as SEP or SIMPLE IRA, Solo and Small Business 401(k) and Defined Benefit plans to help you maximize your retirement saving. 


If your like most business owners, your personal life and business life are practically inseparable. That's why it's important for your personal financial planning to take into account the unique considerations-and opportunities-of owning and operating a business.



To learn more about Business Wealth Management or other financial services, contact Genesis Wealth Advisors to schedule an appointment today.