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.
We provide advisory and brokerage services based on investment strategies that are tailored to your goals and needs.
We provide comprehensive financial planning with sophisticated analysis reports by using the WealthVision platform.
We provide a digital investment platform through Guided Wealth Portfolios that is an advisor-enhanced robo solution.
GENESIS Wealth Management is an independent, fee-based financial consulting 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 confident retirement, and a lasting legacy. That’s our mission.
Thank you for visiting our website.
Sunhee Lee, AIF®, MBA | President & LPL Financial Advisor
LPL Research Outlook 2022: Passing the Baton delivers market insights on what we can expect in the economy, policy, stocks, and bonds for the rest of 2022.
View the complete publication.
eMoney is a comprehensive financial planning technology that offers clients both a streamlined goal-based and cash-flow based advanced planning solution.
Let's create a plan together to so that you can achieve your financial goals!
For many of today's investors, the way they invest matters.
Sustainable investing is an investment approach that uses environmental, social, and corporate governance criteria.
Explore our insights and see how you can incorporate sustainability into your portfolio.
View LPL Research 2022 Stainable Investing Outlook.
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."