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.
2000 Ponce de Leon Blvd. Suite 600
Coral Gables, FL 33134
To contact us via email, please complete the form below.