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.

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Contact us today for a free consultation and hassle free review of your portfolio.

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, considers the life you see yourself living during retirement and

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.

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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.

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).

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.

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.