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 five key aspects of a family's financial and social capital.

True Wealth Blueprint

Using the Financial Wealth Blueprint, we map out the five 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:

_{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:

We prompt you to consider questions like: