Genesis Private Wealth Management Group of Wells Fargo Advisors serves an exceptionally accomplished group of business owners, professionals, and corporate leaders. We consider our clients to be at the center of what we do. Through collaboration, we work to help them navigate the complex maze of opportunities and challenges that often accompany having substantial wealth. Our clients have worked hard to achieve financial success and look to us to help preserve and grow what they have accumulated. For that reason, we lean strongly towards conservative strategies and emphasize risk management.
We believe our clients value:
Core Advisory Team
Our Core Advisory Team is designed to help clients strategically manage the key areas that are essential to their financial well-being – making, keeping, enhancing, preserving and transitioning wealth.
Customized Wealth Management Planning
"A plan is worth nothing, but the planning process is everything." – President Dwight Eisenhower
We believe our clients appreciate and value our help in identifying, defining, quantifying, prioritizing, and above all, working together to help achieve desired results.
Institutional Investment Management Experience
Genesis Private Wealth Management Group seeks risk-adjusted strategies through the integration of traditional and alternative investments.*
True Wealth Approach
Our True Wealth Approach defines wealth beyond the financial quadrant to include all four quadrants – Core, Experiential, Financial and Contribution. It also includes our advice to help build and provide resources towards a healthy and sustainable family culture.
Our True Wealth Approach provides a structural framework to help address the key issues
associated with substantial wealth. Ultra-high-net-worth and high-net-worth families will tell
you that the most challenging issues often go well beyond the money. The True Wealth Approach helps our clients optimize the other essential quadrants of wealth. Through Teaching,
Training, and Mentoring, our goal is for our clients find success in passing on both wisdom and resources to their younger generations. Our group is well-positioned to help address the personal and financial needs of high-net-worth and ultra-high-net-worth individuals, their families, and their various entities.
We Serve:
Business Owners
We provide business owners with recommended strategies designed to help increase business and personal net worth. If you are growing or selling your operation, we will explain the wide scope of options you have available and assist you in making complex investment decisions.
Corporate Executives
Our team offers guidance to corporate executives for managing concentrated positions, employee stock option exercise and sale, employee stock purchase plans, succession planning, and retirement benefits.
Professionals
We utilize our extensive expertise and resources to uncover valuable insights and develop fully integrated, cohesive solutions for the many different facets of busy professionals’ financial lives.
Family, Friends & Entities
We offer a comprehensive range of specialized resources as an alternative option to a family office and with the confidentiality and familiarity related to existing relationship dynamics. You get the continuity of an established financial services firm without the time and expense of setting up a family office.