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!

Extra Phones

Office Phone: 214-550-1394

Hours

Regular Hours

Mon - Fri:	9:00 am - 6:30 pm
Sat - Sun	Closed

Category

Financial Planners

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