What is Your Financial Freedom?

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Learn More Contact Us

What is Your Financial Freedom?

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Learn More Contact Us

What is Your Financial Freedom?

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Learn More Contact Us

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Genesis Wealth Management, Inc. is a fee-only Registered Investment Advisor serving the Greater Miami, Coral Gables, Ft. Lauderdale and West Palm Beach area. It is our ultimate goal to provide individuals, families, business owners and medical professionals with an exceptional advisory experience through a highly personalized, conflict-free, fee-only relationship. Our firm focuses on Financial Planning and Asset Management for individuals and small business owners. We believe that individuals are best served when their investments are systematically aligned with their financial goals and objectives.

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Services

Investment Planning

Our investment principles and practices are firmly grounded in decades of empirically-validated academic research and the science of capital markets. Central to the research and deeply imbedded in our investment philosophy is the irrefutable evidence that capital markets work.

Customized Financial Planning

A part from the specific investment strategy you might need, our process always begins with an extensive analysis of your current financial circumstances in light of your goals, concerns, priorities and risk profile.

Advantages of Investing like an Institutional Investor

Institutional asset class funds, once only available to large institutional investors are now available to investors who work with Registered Investment Advisors like Genesis Wealth Management, Inc.  Among the different types of asset classes available are:

Blog

MIAMI/CORAL GABLES, FL -- There are more than 800,000 active physicians in the United States. If you’re one of them, you’re likely focused on what’s good for the heart or mind or one of the 206 bones in the human body. But what are you doing to take care of your wallet and your future?

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MIAMI/CORAL GABLES, FL – Dynasty isn’t just a television show from the 80s. It’s a legacy and estate planning mechanism generally used by wealthy families to protect multi-generational assets. Known as Dynasty Trusts, these vehicles all in-perpetuity protection of assets long after the benefactor (and even the beneficiary) of those assets has passed on.

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