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        Adding simplicity to wealth management.

        General Info
        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!
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        Office Phone: (214) 550-1394

        Brands
        Dimensional Fund
        Location
        In the heart of Coral Gables, Florida blocks from Miracle Mile.
        Amenities
        Personalized service, Simple Fee based programs.
        Languages
        English, French, Spanish
        Associations
        Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC)
        Other Link

        financial planner

        Category
        Financial Planners

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        Details

        Phone: (214) 550-1394

        Address: Coral Gables, FL 33157

        Website: financial planner