Genesis Wealth Management, Inc

Genesis Wealth Management, Inc. is a fee-only Registered Investment Advisor. It is our ultimate goal to provide individuals, families and business owners with an exceptional advisory experience through a highly personalized, conflict-free, fee-only relationship. 

Our sole mission is to help our clients achieve their wealth ambitions through personalized planning and long-term, academically-based investment strategies. We will accomplish this by thoroughly understanding their individual goals, unique circumstances and risk profile; and, through open communication and continuous education, we will empower our clients to make informed decisions consistent with their best interests.

We will rigorously support our mission by adhering to the following core principles:

  • As fiduciaries, guided by the Investment Advisers Act of 1940, we will operate under the strictest standards of objectivity and transparency in putting our clients’ best interest first.
  • We will strictly apply the Certified Financial Planners™ Code of Ethics by thoroughly understanding our clients’ personal needs, goals and unique circumstances before making any recommendations.
  • We will strive to minimize our clients’ investment costs to enhance the long-term performance of their investment portfolios.
  • We will value the personal, long-term relationships of our clients and their families above all else.
  • We will be the most trusted source of financial advice and education for our clients and their family members.
  • As fee-only advisory firm, we will be compensated only by our clients, keeping us free of any conflicts-of-interest and accountable only to our clients.

 

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Associates at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

2525 Ponce De Leon Blvd., Suite 300 Coral Gables, FL 33134 Phone: (786) 393-6960

Primary Office

2525 Ponce De Leon Blvd., Suite 300 Coral Gables, FL 33134 Phone: (786) 393-6960

Other Offices

4440 PGA Blvd., Suite 600 Palm Beach Gardens, FL 33410 Phone: (786) 393-6960