Genesis Wealth Management Group. LLC

Genesis Wealth Management Group. LLC

  • 307 Henry St Ste 306
  • Alton, Illinois
  • 62002-6326

Description

Genesis Wealth Management Group, LLC. is an independent Registered Investment Advisor, overseeing and coordinating finances in ?East Alton, IL and surrounding communities. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity and security. In the financial services industry, there are generally two ways of obtaining financial advice: one is given by stockbrokers and the other is given by Investment Advisors.

Genesis Wealth Management Group, LLC. is an independent Registered Investment Advisor serving ?East Alton, IL and surrounding communities and provides Financial Planning and Third Party Asset Management. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Genesis Wealth Management Group, LLC..

Genesis Financial Group, Inc. specializes in working with retirees and those approaching retirement; developing retirement and insurance planning solutions while preserving and SAFELY growing their retirement assets. Our practice focuses on showing our clients how to protect and preserve their assets from various threats all retirees face. Our clients sleep well at night knowing their affairs are in order and that their nest egg is protected from probate, stock market risk, health care risk and unnecessary taxes.

Genesis Financial Group, Inc. is dedicated to serving veterans and providing valuable information regarding the Veteran Affairs "Aid and Attendance Pension," a federal assistance program offering monthly support to veterans, spouses and surviving spouses of veterans.

Through our partnership with accredited VA attorneys, assisted living facilities, at home care providers and other senior advocates, we provide a holistic approach to the Aid and Attendance Pension to maximize the benefits provided to veterans, spouses, surviving spouses of veterans, and their families.

Fact sheet

Company founded
2007

Products & services

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