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 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.