About GWM

Genesis Wealth Management, Inc. is a fee-based Registered Investment Advisor. Our firm focuses on Financial Planning and Investment Management for individuals and small business owners. We have found that individuals are best served when their investments are systematically aligned with their financial goals and objectives. We guide our clients with everyday financial planning matters such as, retirement planning, basic tax planning, distribution planning, insurance planning, and investment planning. See our section on Financial Planning process to learn more!

Genesis Wealth Management, Inc is an Investment Adviser. Advisory services are only offered to clients or prospective clients where Genesis Wealth Management, Inc and its representatives are properly licensed or exempt from licensure.

This website is solely for informational purposes.

No advice may be rendered by Genesis Wealth Management, Inc unless a client service agreement is in place.