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Wealth Management 


At Genesis, our chief commitment is to give each client the time and in-depth analysis necessary to identify your unique needs and goals. From personal estates to corporate plans, our specialists can help you develop the platforms and portfolios to meet your retirement planning objectives. 

Wealth Management Services

ESTATE PLANNING- Estate planning is the process of anticipating and arranging, during a person's life, for the management and disposal of that person's estate during the person's life and after death, while minimizing gift, estate, generation-skipping transfer, and income tax.


GROUP RETIREMENT PLANS-help employees save for their retirement with minimal cost on the plan sponsor's part.

DEFERRED COMPENSATION PLANS- A deferred compensation plan withholds a portion of an employee's pay until a specified date, usually retirement. The lump-sum owed to an employee in this type of plan is paid out on that date. Examples of deferred compensation plans include pensions and retirement plans.

INDIVIDUAL RETIREMENT ACCOUNTS (IRAs)- An individual retirement account in the United States is a form of "individual retirement plan", provided by many financial institutions, that provides tax advantages for retirement savings.

Genesis 401K
Genesis Avoid Pitfall Guide
Estate Planning