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      Details

      Adding simplicity to wealth management.

      General Info

      Genesis Wealth Management, Inc. is a fee-based Registered Investment Advisor. Our firm focuses on Financial Planning and Investment Management for individuals and small business owners. We have found that individuals are best served when their investments are systematically aligned with their financial goals and objectives. We guide our clients with everyday financial planning matters such as, retirement planning, basic tax planning, distribution planning, insurance planning, and investment planning. See our section on Financial Planning process to learn more!

      HoursCLOSED NOW
      Regular Hours:
      Mon - Fri
      Sat - SunClosed

      Contact Info

      Phone:

      Main - 214-550-1394

      Office Phone - 214-550-1394

      Address:
      Coral Gables, FL 33157
      Email:

      Link:

      financial planner

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      Category
      Financial Planners
      Brands
      Dimensional Fund
      Location
      In the heart of Coral Gables, Florida blocks from Miracle Mile.
      Amenities
      Personalized service, Simple Fee based programs.
      Languages
      English, French, Spanish
      Associations
      Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC)
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      Data provided by one or more of the following: Thryv, Data Axle, Yext.