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Wealth Management

  • How do you decide whether to buy an individual stock, a mutual fund, treasuries, commodities, or just leave your money in your savings account?
  • What are the costs and tax implications of the investments you select?
  • Which types of investments should you hold in your retirement accounts instead of your brokerage accounts?
  • When is the right time to sell an investment?
  • How do you sort through the conflicting advice you read in magazines and on the Internet?


There are potentially hundreds of decisions you must make in order to build a solid portfolio, one that will benefit from market upswings and weather any downswings.


Given this complexity, many people want professional investment advice. Many people don’t understand what their investments are or what they should be doing. In a well-constructed portfolio, each investment should fulfill a specific function and should be appropriate for your unique situation. Your portfolio will work harder for you when it contains the investments and uses investment strategies that have been selected based on your individual needs.


Genesis Wealth Advisors is a team of Financial Advisors that is dedicated to providing each client with one-on-one services for personalized wealth management.

They Will:

  • Thoroughly discuss your goals before making investment recommendations.
  • Look at all the financial risks you are taking before determining your appropriate level of investment risk.
  • Review all your accounts and determine not just the right asset allocation but also the right asset location*.
  • Recommend the real estate exposure you need in order to achieve long-term financial stability.
  • Integrate tax planning with your investment strategy to produce a higher after-tax return.


Genesis Wealth Advisors professionals can provide you with advice on the specific area you need. They make it easy for you to get the advice you need for the specific phase of life that you are in. 


When your investments have been properly balanced, professionally managed, and are regularly reviewed, you enjoy the goals in your future.


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

Investing For the Future


As you progress through life, your financial needs change. Your requirements as a young professional differ from your requirements as a parent, as do the eventual financial needs you will have as a retiree. We believe that everyone, regardless of life stage, should have a financial plan to guide them through these different life stages. Your portfolio will work harder for you when it uses investments strategies that have been selected based on your individual needs.  


Our team of experienced Financial Advisors will be able to provide you with the investment recommendations you need to make the best possible investment decisions. Our team will work closely with you and the other advisors in your life, including; bankers, accountants, and estate planning attorneys, to develop a fully integrated wealth management plan. 



Building A Personal Relationship


Our clients trust us to oversee and manage their portfolios. A large part of that responsibility is investing for all phases of life- a process where we provide individualized attention and create a shared vision with each client. Working together with each client our advisors decide the appropriate investments and create an environment of open communication . At Genesis Wealth Advisors, our professionals are not limited in the investments or services we offer and have no proprietary products, so clients can be assured that our advisors are always acting in the clients' best interest.



Consistent Monitoring


With the ever-changing nature of investments and markets, it is important to have a team of Financial Advisors with intimate knowledge of your portfolio and your long-term goals. Through attentive monitoring an extensive research, we stay on top of the latest news and investment options.


At Genesis Wealth Advisors, you will always be treated in a personalized fashion and in a comfortable environment. We provide the kind of service that you need when it comes to Wealth Management. You can rely on us to help you prepare for the future.


Whether you have questions on educational expenses, when you should retire or how much retirement income you will need to support the lifestyle you want, the team of Financial Advisors at Genesis Wealth Advisors can help to provide answers as you progress through life's journey.



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