The wealth management and financial planning process consists of a series of steps taken to help clients identify opportunities and risks, and the steps necessary to reach their financial goals. We help clients find a balance that allows them to live for today and have peace of mind about a secure future.

For each person, “genuine wealth” may be defined as something different as we all have different values and dreams. Our customer service process ensures we keep our clients' dreams top of mind. Our approach includes:

  • Regular meetings to assess portfolio performance and nurture relationships
  • Monthly reporting and internet-accessible daily valuations
  • Efficient portfolio management and timely rebalancing

From financial planning to investment advice, we focus on helping our clients grow their wealth.
Our clients work hard every day to provide for themselves and their loved ones. As experienced advisors, we help our clients build upon and transform that hard work into a holistic picture of financial health and prosperity. We work closely with clients to align their values, needs and lifestyle goals to achieve well-being on a greater scale.

Portfolio Review

Ready for a second opinion on your current investment strategy or retirement plan?  During our first consultation, we'll discuss your current financial situation, your financial goals and other factors including your health as it could have an impact on your overall wealth management plan.  Then, we will design a plan that works best for your needs based on your lifestyle and goals.

Financial Planning

We start with a detailed planning process aimed at determining a client's financial position and his or her willingness to accept risk.  The result is a plan for achieving financial goals and against which we measure progress.  Additionally, as goals and resources change, we can modify the plan to ensure we are still focused on the right goal(s).

Retirement Planning

Retirement planning encompasses not only being prepared financially for your life after your working years, but also the lifestyle you want during that time.  Our team of experts will design a retirement plan that evaluates your current financial situation and consider the life you see yourself living during retirement 

Legacy Planning

Many clients seek life care planning in preparation for transitional life stages, which can often be emotional and complicated times. At Genuine Wealth, we help guide financially clients through every transition. With our alliance with Dickmann, Reason, Bogigian and White, we're able to offer clients a wide range of services all under one roof – allowing our team to seamlessly coordinate estate planning, financial planning and investment management. We address goals and concerns to preserve and transfer assets for lifetimes to come.

Tax Planning

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

Our clients pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year, not just at the end of the year.

Portfolio Management

At Genuine Wealth, we take a proactive approach to portfolio management. We recognize that just as the market changes, so do personal circumstances. Reassessment and evaluation are important steps in protecting our clients long-term, especially in times of transition or uncertainty. We continuously match portfolios with clients' evolving needs to provide financial security, flexibility and freedom.