Investment Planning

Our portfolios are grounded in academic research utilizing the Fama/French Three Factor Model, are very low cost and broadly diversified. To achieve these ends we use the passively managed institutional funds offered by Dimensional Fund Advisors (DFA). To visit their website please go to http://www.dfaus.com/. Our portfolios are unique for every type of investor based on their risk tolerance ranging from low, medium, to high risk. In the world of investments, there is no such thing as "no risk"! We also offer advice in the following areas:

Bonds
Stock Options
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Annuities
Trust Accounts

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.

Investment Planning

Services