Our Approach

No two client’s situations and goals are alike. That’s why GENESIS Wealth Management’s client relationships are built on individualized advice, customized investment portfolios, and professional service.

Our holistic approach to wealth management integrates your objectives into a personalized financial plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions. Our process includes:


At GENESIS Wealth Management, our first priority is to help you pursue your financial objectives. We begin the wealth management process by listening to you. We want to make certain we understand exactly what your financial goals are. We also want to understand your feelings about investing.

 2. Gathering your current financial information

The next step in our process is to take a picture of your entire financial life. We will talk about your current financial situation and gather any necessary documents. Together, you’ll define your personal and financial goals. You may also want to discuss your comfort level when it comes to taking financial risks.

 3. Analyzing and evaluating your current financial status

We analyze your financial and personal information to match your objectives with sound strategies. Depending on what services you’ve asked for, we may analyze your assets, liabilities and cash flow, current insurance coverage, investment or tax strategies.

 4. Developing and presenting recommendation

We develop customized strategies tailored to your objectives, drawing from a wide selection of world-class products and services. We will present our recommendations explaining the rationale so you can make informed decisions. At this stage, we will also listen to any concerns you may have and revise our recommendations if necessary.

 5. Implementing the recommendations

Once you agree to a set of recommendations, it’s time to implement them. We will carry out the recommendations for you and also coordinate the process with you and other professionals, like attorneys or accountants.

 6. Monitoring

We regularly review your progress toward your goals. Over the years, we may recommend adjusting your plan if that becomes necessary based on changes in your personal financial situation and market conditions.

We help you create a personalized financial strategy based on your lifestyle goals in the following areas:

  • Retirement Planning
  • Business Strategies
  • Investment Planning
  • Small Business Strategies
  • Estate Planning
  • Insurance
  • Education Planning
  • Risk Management
  • Tax Strategies
  • Gifting Strategies

Download this Brochure on Process for Crafting Your Personal Plan --- Pursuing Financial Independence

There is no guarantee that an investment strategy will yield positive outcomes. Investing involves risk, including loss of principal.