Taxes

• Charitable Giving
  We help individuals and families manage their personal wealth and plan future goals, whether in education, charitable giving and/or retirement. Our minimum account size means that we can give you, your families and your aspirations the attention each deserves.

Investment

• Investment Management
  Our business has always been location neutral and served clients across multiple states, so we are confident in our comprehensive investment management process and personalized approach to communication. In fact, the firm was built from the ground up, developed solely through personal connections to people, families and organizations looking for financial guidance. Today, we continue to offer one-on-one guidance to approximately 75 clients in more than 16 states.
• Wealth Management
  Genereux Investments Management, Inc. preserves and cultivates our clients’ wealth through superior and objective wealth management services. Through implementing and monitoring personalized solutions for carefully chosen clients, our investment advisors help them achieve their personal and fiduciary goals. What’s best for you is what’s best for us. Our company is built on independence, transparency and fiduciary responsibility.

Planning

• Financial Planning
  We offer customized financial planning as well as retirement financial planning with solutions tailored to fit each individual’s assets and priorities. We help clients structure a portfolio that will take them into these years with confidence. Our clients are multigenerational because we provide the service that is passed down from parents to children and so on.
• Asset Management
  We ensure performance goals are continuously met by monitoring the asset allocation and risk parameters of your total portfolio. Each quarter we provide our clients an in-depth portfolio analysis, customized to clearly communicate all account information in a consolidated manner. That way, your finances live with you, adjusting to the growth in your life.