Navigating Uncertain Times
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
Investment Management Services
We provide advisory and brokerage services based on investment strategies that are tailored to your goals and needs.
Financial Planning Services
We provide comprehensive financial planning with sophisticated analysis reports by using the WealthVision platform.
Digital Advisory Services
We provide a digital investment platform through Guided Wealth Portfolios that is an advisor-enhanced robo solution.
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
LPL RESEARCH OUTLOOK 2020
The LPL Research Outlook 2020: Bringing Markets Into Focus is here to provide investment insights as well as economic and market guidance to help us navigate 2020.
View the complete publication.
Get a GWP Proposal
Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology.
Before opening an account, get a proposal that shows sample recommendations for your portfolio and what you could potentially accomplish with Guided Wealth Portfolios. Click this button below to get started.
Complimentary Portfolio Risk Analysis
Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations.
Find out in 5 minutes. Capture your risk tolerance and see if your portfolio fits you. Click this button below to get started.
