By 2045, over $84 trillion in family wealth is estimated to be passed down to heirs. Unfortunately, maintaining that wealth is far from easy, with statistics suggesting that 90% of family fortunes are lost within three generations. To help combat this troubling tendency, Genesis Wealth Management helps clients put protections in place to promote successful generational wealth preservation.
As a specialized firm, Genesis understands that wealth preservation is not just about numbers. Building a lasting legacy can help you give back to the world, as well as provide a foundation for your family’s future success.
As a Genesis client, your experience is different. The team focuses both on holistic planning to maximize wealth preservation as well as the ongoing personal attention needed to support your lasting success.
Each Wealth Preservation Manager caters to a select group of clients, allowing them to maintain a focus on each family’s unique goals. At Genesis Wealth Management, trust is the cornerstone of all these client relationships. The entire team prides themselves on a tradition of honesty, integrity, and loyalty that extends throughout the organization.
Their Wealth Preservation Managers, all CERTIFIED FINANCIAL PLANNER™ practitioners, have an average of 19 years of professional experience, ensuring you receive advice only from seasoned advisors.
Being independent and employee-owned empowers Genesis to prioritize client needs, reinvest in growth, and foster a unique, collaborative culture. The firm aspires to steady growth, bolstering resources to better serve clients through expanded investment capabilities, cutting-edge technology, and an exceptional client support team. Their commitment to attracting and retaining the best talent ensures that their clients benefit from the expertise of a dynamic and forward-thinking team.
At Genesis Wealth Management, they care deeply about what they do because your success is their success. Your trust is their most valuable asset, and every day, they strive to uphold their commitment to excellence in all facets of their service.
Join them on this journey, where wealth preservation is not just a financial strategy but a testament to their shared pursuit of mutual success.
Contact
Company Name: Genesis Wealth Management
Website: https://www.genesiswealthtx.com/financial-advisor-san-antonio-tx
Email: info@GenesisWealthTX.com
Contact Number: 210-686-9000
City: San Antonio
State: Texas
Country: United States