GINERIS WEALTH MANAGEMENT

Overview

Gineris Wealth Management is an independent registered investment adviser that serves both individual and family clients as well as select institutional relationships. The firm operates as a capital allocator and focuses on delivering financial planning and portfolio management for individuals and small businesses, along with selecting third‑party advisers where appropriate. Fee arrangements combine a percentage of assets under management with hourly charges, and the firm primarily operates in a non‑discretionary advisory capacity based on its reported asset classification. Investment activity centers on public pooled vehicles—mutual funds and other public funds—while the firm also allocates to external alternative managers for real estate exposure. Gineris Wealth Management does not identify itself as an active ESG investor. Industry relationships include accounting and insurance firms, which the adviser leverages for integrated planning and product solutions when client needs require those specialties.

Assets & Accounts

Investments & Alternatives

Location & Offices