Genuine Wealth Solutions

Overview

Genuine Wealth Solutions is an independent registered investment adviser organized as a limited liability company and controlled by an individual owner. The firm targets individuals and families, offering financial planning and portfolio management for individuals and small businesses under a fixed-fee structure. Investment activity shows a clear tilt toward public, exchange-traded equities as the principal building block of client portfolios, with discretionary mandates representing the bulk of assets under management. The firm does not list itself as an active ESG investor, nor as a multi-state adviser or pension consultant. Its service mix is straightforward: ongoing planning and portfolio oversight, with emphasis on liquid, market-traded equity exposures and supplementary mutual fund holdings where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices