Independent. Unbiased. Focused on You.
Genesis Wealth Management Group is a locally owned, independent, Registered Investment Advisor. Our independence from corporate interests allows us to focus solely on your best interests, fostering a client-centric approach to financial planning and investment management.
Unbiased Advice:
- No proprietary investment products, ensuring recommendations that serve your best interests without conflicts.
Flexibility and Customization:
- The freedom to choose from a wide range of investment products and services for more tailored financial solutions.
Comprehensive Financial Planning:
- Partnered with Certified Financial Planners, we consider all aspects of your financial picture, including investment management, retirement planning, tax strategies, estate planning, and risk management.
Personalized Service:
- Tailored financial planning and investment strategies focused on your unique goals and needs.
Transparent Fee Structure:
- A fee-based model provides clear and transparent pricing without hidden fees or commissions.
Long-Term Relationships:
- Building long-term relationships with continuity and a deep understanding of your financial history and goals.
Fiduciary Duty:
- Legally obligated to act in your best interest, ensuring a higher level of trust and accountability.
Fee-based financial planning and investment advisory services through Genesis Wealth Management Group, LLC, a Registered Investment Advisor in the State of Illinois. Investing involves risk, including loss of principal. Being registered as an investment advisor does not imply a certain level of skill or training. Insurance Products and Services when applicable are offered through Genesis Financial Group, Inc
