Genesis Wealth Management

Genesis Wealth Management Group is a team advisory firm that works with individual and high‑net‑worth clients, trusts, estates, charitable organizations, and retirement plans. It offers personalized financial planning, ongoing portfolio management (discretionary and non‑discretionary), ERISA 3(21) plan services, variable annuity oversight, and limited or comprehensive written financial plans.

The firm constructs investment programs based on clients’ stated goals, time horizons and risk tolerances and implements those programs directly or through sub‑advisors and third‑party platforms such as Envestnet, SEI and Morningstar, with periodic monitoring and quarterly reporting. Genesis does not custody client assets and serves as a liaison to third‑party managers, disclosing that it may receive referral or shared fees when TPMs or sub‑advisors are engaged and retaining responsibility to monitor those managers.

Notable distinctions include that firm members also operate as licensed insurance agents and devote substantial time to outside insurance sales (the brochure discloses this as a potential conflict of interest and explains mitigation and disclosure practices), even though the advisory entity itself states it does not directly sell commissioned products. The firm also provides a specific veteran‑focused service—working with a VA‑accredited attorney to evaluate eligibility for the Improved Pension and Aid and Attendance benefit and, upon request, assist with the application process at no cost—which is a relatively specific offering compared with many peers.