We help you pursue financial independence with strategies for your wealth management needs.

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Client-Focused Wealth Management

 We focus on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short and long-term objectives.

By building a lasting, personal relationship with you, we're able to help you anticipate needs and plan for the future.

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Investment Management Services

We provide advisory and brokerage services based on investment strategies that are tailored to your goals and needs.

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Financial Planning Services

We provide comprehensive financial planning with sophisticated analysis reports by using the WealthVision platform.

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Digital Advisory Services

We provide a digital investment platform through Guided Wealth Portfolios that is an advisor-enhanced robo solution.

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Welcome to GENESIS Wealth Management

GENESIS Wealth Management is an independent, fee-based financial planning and wealth management service firm. We help individuals, families and business owners enhance the quality of their lives through holistic financial advice.

As an LPL financial advisor, we are free to recommend only those products and services that address our client’s needs – that is, no quotas or pressure to sell proprietary products. We can offer independent advice and work only in the best interest of your financial goals.

Finally, we are committed to helping you pursue financial independence, a successful retirement, and a lasting legacy. That’s our mission.

Thank you for visiting our website.

Sunhee Lee, AIF®, MBA | President & LPL Financial Advisor

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We are Here for You.

Delivering the Support and the Financial Guidance You Need

We know that these can be frightening times, but we want to assure you that one thing you don’t need to worry about is us supporting you through them. We are committed to offering you financial guidance, regardless of what the upcoming days, weeks, or even months might bring.

Our Work Is Critical

Financial services is defined as a federal critical infrastructure sector by the U.S. Department of Homeland Security, Cybersecurity & Infrastructure Security Agency. This means the work we do is essential to the economy and we are able to continue business.

We, and our broker/dealer LPL Financial, will continue to operate and will be able to provide you with the support and service you can always expect from us.

You Matter to Us

While your physical health is of primary concern, we know that your financial health is also incredibly important to you. We may not be able to meet together in person, but we can still connect and discuss any concerns you have.  

We’ll be in touch with you as events evolve, continuing to provide updates and support. As always, please feel free to contact us at any time.

We are always here for you.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

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