We believe true wealth is a combination of significant financial resources, strong family values, and purpose. Our True Wealth Approach extends beyond ordinary investing and wealth management.
It structures wealth into four main quadrants:
Our True Wealth Approach identifies the four quadrants of Core, Experiential, Financial and Contribution. We help clients identify and define their primary goal for each area. These primary goals, known as the four keys, in turn, are utilized to create a true wealth compass. This tool is a valuable resource when navigating the family dynamics associated with having significant wealth. It allows us to develop a more holistic plan that goes beyond ordinary investing and wealth management to cover all aspects of our clients' True Wealth.
By using this expanded definition of wealth and striving to enhance our clients' ability to have a clearer vision of what they want, the Genesis Private Wealth Management Group helps strengthen families by designing a (true) wealth management plan to pursue those life dreams, goals, and aspirations.