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, MBA | President & LPL Financial Advisor