Our Family Services Focuses on Your Family Legacy

 

A family, like any team, needs an intelligent game plan. Genesis Wealth Advisors is focused on building family wealth for a lasting legacy. Our Financial Advisors create and implement comprehensive wealth management and investment strategies solutions that assist individuals and families in accumulating, preserving, and transferring wealth.

 

But success is measured by more than numbers – we remain attuned to your family’s unique and changing needs to develop, coordinate, and implement an integrated plan that creates a positive impact for generations.

 

 

Our Team of Financial Advisors Coordinates, Integrates, and Simplifies

 

Building, preserving, and effectively transferring wealth over multiple generations requires more than wise investing. A sophisticated and trusted team of family wealth advisors helps you navigate the intricate issues and challenges faced by high net worth families. Your strategies need to complement your family’s unique values and goals. Our team of Financial Advisors synchronizes all the complexities of your family's wealth management to plan for the near term as well as generations to come.

Our Family Wealth Management Process:

• Understand Goals & Objectives
• Develop Sophisticated Solutions
• Implement Strategies
• Monitor & Update

 

At Genesis Wealth Advisors, our team of Financial Advisors can provide guidance on a wide range of wealth planning topics, help answer your questions, and offer one-on-one support as you build a comprehensive plan for your financial future.

 

Our Family Wealth Management services include: Business Succession Planning, Charitable Planning, Debt Management, Estate & Wealth Transfer, Family Mission, Financial & Income Tax Planning, Insurance & Asset Protection, Investment Management, and Specialized Lifestyle Services.

 

 

What Differentiates Us?

• Passionate Client Focus: We truly care about focusing on client service and long-term solutions rather than short-term sales goals or shareholder value. Our success comes from effectively serving clients through consistent, personal relationships spanning many years. 
• Experience: We are a team of wealth management professionals with proven experience and knowledge in developing and implementing innovative wealth plans, and who proactively apply their knowledge to work closely with your other advisors. 
• Investment Performance: Our Financial Advisors will customize an approach for your goals and objectives through strategic and tactical asset allocation* decision-making, individual stock and bond portfolios, and Portfolio Manager selection and monitoring. 
• Define Your Legacy: We remain focused on your family and share your objective to keep generations grounded, connected, and productive by transferring wealth in positive ways. We work with you to reflect your family’s core values in your legacy plan.

 

 

*Asset allocation or diversification do not guarantee a profit or protect against a loss.

To learn more about our Family Services and other financial services, contact Genesis Wealth Advisors to schedule an appointment today.

 

*Tax and Legal services are not offered through or supervised by Lincoln Investment or Capital Analysts.