Behavioral Finance

About Us

Genesis Wealth Management was created to offer individuals, families and business owners an independent, unbiased alternative to the over-sized brokerage firms for a more personalized and conflict-free advisory relationship. Our firm was established on the fundamental principle that our clients should have access to high quality financial instruments and advice at a reasonable cost, which is why we operate as a fee-only advisor with the highest degree of transparency.

Contact

2525 Ponce De Leon Blvd., Suite 300
Coral Gables, FL 33134
Email
myngerto@genesiswealth.org
Phone
786-393-6960
Fax
(866) 890-5506

Menu

Contact Form

CAPTCHA

Genesis Wealth Management, Inc is an Investment Adviser. Advisory services are only offered to clients or prospective clients where Genesis Wealth Management, Inc and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. No advice may be rendered by Genesis Wealth Management, Inc unless a client service agreement is in place.

Genesis Wealth Management, Inc. provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Genesis Wealth Management, Inc. is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

© 2024 Genesis Wealth Management, Inc All rights reserved.
jQuery('a[href*="/sites/marioyngerto.us1.advisor.ws/files/documents/CPWA-Press-Release.pdf"]' ).attr( "id", "release" );