What Makes Us Genuine

We are licensed professionals with many years of experience helping individuals achieve their financial goals.  We are client focused, our goal is to meet clients where they are on their financial journey whether you have significant wealth requiring investment management and income planning or you are just starting out and need a plan to build wealth. 

“Our passion is helping others build financial security and achieving Genuine Wealth; however they choose to define it.”

“Genuine wealth” may have a different meaning to every client, as we all have our own unique goals, values and dreams. Our customer service is a collaborative process geared around knowing our clients and nurturing long lasting relationships, based on mutual respect and a deeper understanding of what is important to them. We work closely with clients to align their values, needs and lifestyle goals with their planning and investments to help them achieve overall financial wellness.

As a fiduciary we are legally and ethically bound to act in our client’s best interest 100% of the time and we take this responsibility very serious.

Low, Transparent Fees

Our goal is to provide our clients with the greatest value for the cost.  Our fees are easily identifiable and are based on the size of each client's portfolio.  We do not earn or accept commissions or incentives from anyone, which allows us to remain objective and focused on doing what’s best for you.  

Client-Centric

We provide objective, honest and transparent financial advice tailored to your goals, and ever-changing circumstances.  When you have questions and want help, you’ll know who to call.  Our clients entrust us with their financial lives, in turn we want them to feel at ease knowing their investments and financial results are always top of mind.     
 

Customized Investment Solutions

By using TD Ameritrade and Charles Schwab, independent third parties for trading and custody of client assets, Genuine Wealth has access to a large universe of investments to use in developing customized investment solutions to help meet client goals and risk tolerance. Be it individual stocks (equities) and bonds (fixed income), mutual funds, ETFs, or passive index driven investment solutions, every client has access to the appropriate investments to help achieve their goals.