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.
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.
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