Wealth Management Solutions

Dedicated Point Team Providing Family Office Caliber Service

Every Genesis Private Wealth Management Group client teaming up with our highly skilled and experienced team, receives a customized plan (True Wealth Blueprint) built around a thorough understanding of individual and family needs and values. We provide comprehensive wealth management solutions and serve as the central figure in coordinating and implementing the six key aspects of a family's financial and social capital.

True Wealth Blueprint

Using the Financial Wealth Blueprint, we map out the six key aspects of traditional wealth planning. Teaming up with you, we work to integrate your True wealth goals across the Four Quadrants. The Genesis Private Wealth Management Group identifies solutions for each of the following:

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Wells Fargo Advisors is not a legal or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Insurance products are available through non-bank insurance agency affiliates of Wells Fargo & Company and underwritten by non-affiliated Insurance Companies. Not available in all states.


Consulting Edge

The Genesis Private Wealth Management combines comprehensive investment planning with an institutional quality portfolio management experience. We offer sophisticated portfolio construction strategies designed to allow clients access to industry-leading alternative investment managers and product offerings that are designed to enhance portfolio diversification.

Our process involves collaborative asset allocation and investment diversification to develop Core Capital portfolios designed to:

  • Protect Investment Capital: material losses are the greatest risk to preserving wealth 
  • Hedge Against Inflation: Portfolios are designed to protect principal first, but also to deliver positive growth in all but the most extreme circumstances
  • Provide Accountability & Measure Results: Process also involves ongoing advice, progress reports, performance reviews, educational workshops and family coaching
Advisory programs may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for advisory programs will vary.


Stewardship

The Genesis Private Wealth Management Group is here to support and facilitate wealth as a multigenerational blessing, not a curse. Much research has established that children from highly affluent families are at risk of complacency and a skewed perspective about wealth. The term “trust fund baby” is not without merit. Our group is dedicated to support our clients in establishing a healthy and productive culture around their wealth:

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Macroeconomic events have proven to broadly impact global bond and equity markets simultaneously, making it difficult to achieve successful diversification using traditional portfolios alone.

Genesis Private Wealth Management Group has a specialized focus on the utilization of alternative investments with traditional investments designed to create a portfolio with downside protection. These investments with a low correlation (unrelated performance patterns) to traditional investments, like stocks and bonds, are designed to enable our clients to achieve what we call “Intelligent Diversification."

This strategy is aimed to reduce overall portfolio volatility and provide diversification across different markets, strategies, managers, and investment styles.

Click here to download our Intelligent Diversification fact sheet.

It takes careful planning to monetize your company in a way that fulfills both your personal goals and business aspirations. Key human resources, proper accounting, business processes, and other structures must be in place to properly demonstrate the value of your business to the business banking community and, ultimately, the end buyer.

Your personal wealth management and business monetization strategies should be seamlessly integrated. Wealth transfer issues must be considered to maximize the long-term, after-tax proceeds of your monetization event. Genesis Private Wealth Management Group can assist you at each stage of the process, highlighting key decisions, deadlines, and milestones while working with your other advisors to ensure that you are properly positioned to maximize value and minimize liabilities.

Our team works with Wells Fargo Advisors’ specialists and your other advisors to help you evaluate a variety of exit strategies: Strategic Sale, Recapitalization, Sales to an ESOP, and Private Equity Transaction.

In addition, we provide corporate executives and entrepreneurs with guidance for managing concentrated positions, employee stock option exercise and sale, and succession planning.

Genesis Private Wealth Management Group will review your current estate plan to ensure it is up to date and properly structured to protect you, your family, and your wealth. This includes planning for the successful transfer and distribution of your assets so you know your family members will be cared for and your wishes will be followed. Our team will help you integrate your investment and estate plans, or evaluate potential strategies from a tax perspective as a component of wealth transfer planning. We also can draw upon the resources of the Wells Fargo Affiliates to provide you with an independent perspective on various actions you may be considering.

Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Genesis Private Wealth Management Group places an emphasis on generational planning focusing on family mission, governance, and conflict management. This enables us to assist in addressing sensitivities that frequently emerge in wealthy families by developing solutions that help balance divergent goals and competing interests. It also includes empowering leaders in families, businesses, and communities so they can help others find the joy that comes with good decision making.

We encourage clients to embrace a spirit of gratitude by taking time to truly appreciate the people, opportunities, and meaningful experiences they have in their lives. This involves being inspired to express care and compassion, and letting the spirit of giving inform thoughts and actions.

We firmly believe it is only through deep and sincere gratitude applied to everyday life that good fortune and financial wealth becomes True Wealth.

Our team will also provide guidance for developing personalized strategies and appropriate vehicles to support your family’s charitable goals, as well as teach your family members about making an impact in the world through philanthropy.

We take a results-oriented approach to assisting our clients in investing in charitable organizations, non-government organizations, and their community.

A thorough understanding of your unique needs, personal financial situation, and life's passions is central to your philanthropic planning experience with us. Through our client discovery review process, we capture your key goals and wealth management issues most important to you, and then we provide a financial snapshot that sets the foundation for developing a plan to help meet your objectives.

Our team will help you define your charitable giving and philanthropic objectives, and we’ll offer potential strategies to achieve those goals in a tax-advantaged manner.

Wells Fargo Advisors is not a legal or tax advisor.