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 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
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.
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.
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.
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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."