Investment Planning

An investment plan tailored to your objectives and goals. Unbiased and independent approach to selecting investments.

Portfolio Management

Global, multi-asset, diversified portfolios that balance risk and return. Strategically designed to adapt to changing markets. Low cost and tax-efficient.

Client Portal Technology

Web-based client portal. See all of your accounts in one, secure place. View live reports including balances, performance, allocation and holdings.

Planning For Accumulators

Optimized retirement savings plans. Savings rate analysis. Manage cash flow and budgeting. Examine debt financing strategies. Develop college savings strategies. Evaluate insurance need and sufficiency.

Retirement Planning

Retirement income planning. Sustainable withdrawal rate analysis. Optimize social security strategies. Net worth and cash flow projections. Tax planning strategies. Help determine and develop an efficient estate plan.

Dynamic Planning Software

Financial planning software that is both cash flow and goals-based.  Accommodates all types of client situations from simple to complex.  Detailed cash flow engine, advanced estate planning and detailed tax analysis.

Our Vision 

Genesis Wealth Planning believes wealth management and financial planning should be available to everyone.

  • We build global, diversified portfolios based on your objectives and goals. 
  • We take the time with you to understand your entire financial picture.
  • We believe in transparency and low costs.
  • We embrace technology to build better portfolios, design better financial plans and improve communication.
  • Our model allows us to work with clients from all financial backgrounds.

  • Our Clients

    While we feel our services work effectively with clients of all asset levels, Genesis Wealth is specifically designed to meet the needs of the mass affluent. These consumers are often overlooked and under served by many financial firms. Yet these consumers are searching for affordable advice from an independent firm they can trust. We pride ourselves in delivering comprehensive portfolio management and financial planning for this dynamic group of consumers.

    Escape Velocity

    Perspective on Investing & Financial Planning

    12 Jan

    5 AM Alarm

    January 12, 2019Printer-Friendly VersionAs I have aged, it seems my alarm clock goes off earlier and earlier. As a child, I somewhat dreaded waking up early in the morning unless it involved golf or some other sporting activity. Early morning Bible studies were thrown in the mix as I entered college. I have many older mentors to thank for motivating me to get up early and study the Bible. As I started my career, an earlier wake-up was the norm. Of course, once kids came along, the alarm clock was somewhat useless as babies became the new alarm clock (which went…

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    14 Oct

    Expectations

    October 14, 2016Printer-Friendly VersionEvery four years we elect a new President. Every four years the most gifted athletes in the world compete in the Olympic Games. I don’t know about you, but this election cycle is driving me crazy! So why don’t we talk about the Olympics instead. Meet Clayton Murphy. Just 21 years old, Murphy earned a bronze medal in the 800 meters this past summer in Rio. It was the first time an American has medaled in the 800 meters since 1992. He finished in a time of 1:42.93, which was the third-fastest American time ever and faster than his previous personal reco…

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