Wealth Management

Managing our clients' collective wealth is a foundational service that we provide to our existing clients who have initially established a financial planning relationship with us.

Every day new investment opportunities make their way into the daily headlines. We believe that constructing a portfolio that incorporates effective asset allocation, superior portfolio management and independent research are key determinants in delivering a strategy that best serves the needs of our clients. By utilizing the independent research of over 40 analysts, quantitative experts, strategists and economists, we can harness the depth of a full-time research team while incorporating your unique portfolio needs into a strategy that aligns with your goals.

Everyone wants to make money, and returns are important, but selecting the solutions that align with your personal goals and objectives are critical first steps. Because of our relationship with Cambridge Investment Research, Inc, one of the nation's top independent broker-dealers, we can explore a multitude of investment opportunities and assist you in identifying an approach that fits both your risk tolerance and planning needs.

By using a holistic financial approach and leveraging our independence we can build a portfolio using any number of investment choices, including traditional options like stocks, bonds, exchange traded funds or cash instruments.

Any discussion of our investment methodology would be incomplete without mentioning our independent structure. Our relationship with Cambridge Investment Research, Inc offers Genesis the chance to serve our clients how we see fit. At Genesis Financial Group our relationship and responsibility rests with the client.