Broker Check

Financial Advising


Advice for Life-And Every Generation


The Genesis Wealth Advisors team's approach to providing ongoing advice and asset management is to integrate a comprehensive financial plan, a wide array of investment solutions, and ongoing advice from our team of Financial Advisors into a roadmap for your family’s future.

You’ll Receive Ongoing Advice with a Particular Focus on:

  • Tax Planning: to help reduce taxes on your current investment income, minimize eventual estate taxes or position your business for tax-efficient transfer. 
    • We can Advise You on:
      • Cash Flow and Net Worth Projections
      • Tax Projections
      • Estate Plans incorporating the latest strategies and tax circumstances to maximize your future distributions to your heirs and beneficiaries


  • Risk Planning: to help protect your family and resources by determining the necessary amount of insurance protection and/or long-term medical care you may need in the event of illness, injury, disability or death—or against property loss.
    • We can Advise You on:
      • Disability Income to replace your income in case of long-term or permanent disability
      • Long Term Care Insurance to cover costs related to ongoing illness
      • Annuities to combine protection with investment strategy
      • Insurance Strategies for business owners, individuals and family members


  • Estate Planning: to help ensure that your wealth will be transferred according to your wishes and in a timely manner, with minimum tax implications to your heirs.
    • We can Advise You on:
      • Transfer strategies, will and trust reviews, formal estate plans 
      • Trust Services
      • Advice with regard to gifting strategies, philanthropic endeavors, charitable trust transfers


  • Business Succession Planning: which helps you to identify your primary goals, alternative transfer strategies and actions best-fit to safeguard the survival and growth of your business.



Access to Financial Solutions 


Our team of Financial Advisors has access to the full spectrum of investment solutions available today. We have the flexibility to build a truly custom investment strategy that can help meet the complex needs of today’s retirees, families and business owners.



To learn more about Comprehensive Advice and other financial services, contact Genesis Wealth Advisors to schedule an appointment today.



Tax or legal services are not offered through, or supervised by Lincoln Investment, or Capital Analysts.