top of page

Wealth Management

Wealth Management and Estate Planning for the Discerning Professional

Once you reach a certain age and level of financial success, you become a business. Like any business, you need a good manager to ensure that you stay successful. At Genesis Asset Management, we want to be your trusted partner in wealth management and estate planning, to ensure that your finances are in order now and into the future.
Wealth management is very important for those who have built a decent nest egg. You want to make sure that the nest egg is properly managed and there is a plan in place to deal with your empire after you're gone. We offer estate planning as one of our wealth management services, to guide you through the emotional process of deciding how to deal with your wealth and assets once you pass away. It’s never a comfortable conversation to have, but it’s important to plan for the inevitable while you still have time.
Our wealth management team will help advise you on how to properly plan your estate to minimize costly gifts, estate, generation-skipping transfer, and income tax. We want to make sure your family is well taken care of when you’re no longer around. We’ll go to great lengths to ensure that you feel completely comfortable with our team, so you can rest assured that your loved one will be in good hands.
If you’re interested in learning more about our wealth management and estate planning services, give us a call today. We’re happy to walk you through the process and answer any questions you may have. We want you to think of us as a trusted partner who always has your best interest at heart. Estate planning can be a difficult topic to discuss and we want to put you at ease, knowing you have the support of a knowledgeable team to guide your decision making.

bottom of page