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 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
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.
Use eMoney for Planning Your Financial Goals
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!
Sustainable Investing
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.