GENESIS WEALTH MANAGEMENT

Overview

Genesis Wealth Management operates as an independent registered investment adviser organized as a limited liability company. The firm serves individual and family clients and positions itself as a capital allocator, combining fee-based advisory work with insurance brokerage capabilities. Its advisory scope includes comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of outside advisers when appropriate. Fee arrangements are mixed: a percentage of assets under management is used alongside hourly charges and other fee structures. The firm is not identified as an active ESG investor and is structured to serve a primarily local client base rather than a multi-state footprint.

Assets & Accounts

Investments & Alternatives

Location & Offices