Independent.
Unbiased. Focused on You.
Genesis Wealth Management Group is a locally owned,
independent, Registered Investment Advisor. Our independence from corporate
interests allows us to focus solely on your best interests, fostering a
client-centric approach to financial planning and investment management.
Unbiased Advice:
- No
proprietary investment products, ensuring recommendations that serve your
best interests without conflicts.
Flexibility and Customization:
- The
freedom to choose from a wide range of investment products and services
for more tailored financial solutions.
Comprehensive Financial Planning:
- Partnered with a team of Certified Financial Planners, we consider all aspects of your financial picture, including investment management, retirement planning, tax strategies, estate planning, and risk management.
Personalized Service:
- Tailored
financial planning and investment strategies focused on your unique goals
and needs.
Transparent Fee Structure:
- A
fee-based model provides clear and transparent pricing without hidden fees
or commissions.
Long-Term Relationships:
- Building
long-term relationships with continuity and a deep understanding of your
financial history and goals.
Fiduciary Duty:
- Legally
obligated to act in your best interest, ensuring a higher level of trust
and accountability.
Fee-based
financial planning and investment advisory services through Genesis Wealth
Management Group, LLC, a Registered Investment Advisor in the State of
Illinois. Investing
involves risk, including loss of principal. Being registered as an
investment advisor does not imply a certain level of skill or training. Insurance Products and Services when applicable are offered
through Genesis Financial Group, Inc