GENESIS Wealth Management

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

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, MBA | President & LPL Financial Advisor

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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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