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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.

Mario Yngerto

myngerto@genesiswealth.org
786-393-6960
(866) 890-5506

John Shea 

jshea@genesiswealth.org
786-393-6960
(866) 890-5506

Office Address

2525 Ponce De Leon Blvd., Suite 300
Coral Gables, FL 33134
United States

 

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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

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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.

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