FAQs

Where is Genesis Wealth Partners based?

We’re a virtual wealth management team, which means we can work with clients nationwide. Our virtual approach allows us to connect with you wherever you are using your preferred video calling platform, including Zoom, Microsoft Teams, and other virtual meeting options.

Ready to connect? Schedule a time to meet with our team and start the conversation.

How do I know if I’m ready to work with a wealth management team?

You don’t need to have a certain level of wealth or have everything figured out before starting a conversation. Many clients reach out when they’re experiencing a major life or career change, building a business, receiving new compensation, preparing for retirement, or simply realizing they want more structure around their finances. An initial conversation can help determine whether working together makes sense for your current situation.

What if my financial life feels complicated?

That’s often where planning can be most helpful. Your financial life may involve investments, taxes, insurance, estate planning, retirement accounts, business interests, real estate, and more. We take the time to understand how those pieces fit together and help bring greater clarity to the bigger picture.

Do I need to have a lot of money to work with Genesis?

There isn’t one financial profile that defines a Genesis client. We work with people at different stages of building and managing wealth. Our conversations begin with understanding your goals, circumstances, and what you’re looking for in a financial planning relationship.

Can Genesis work alongside my existing CPA, attorney, or other professionals?

Absolutely. We believe financial planning works best when the important pieces of your financial life are connected. When appropriate, we can collaborate with your existing professional team, including CPAs, attorneys, insurance professionals, and other trusted advisors.

What happens after I reach out?

It starts with a conversation. We’ll learn more about you, your current financial picture, what you’re working toward, and what prompted you to reach out. We’ll also explain how Genesis works and discuss whether our approach and services may be a fit for your needs.

How often will I meet with my financial advisor?

The frequency of meetings depends on your individual circumstances and the nature of our relationship. We maintain an ongoing relationship with clients and connect as needed to review your financial plan, discuss changes, and address important planning topics as your life evolves.

Do you work with creators and athletes?

Yes. We have experience working with creators, athletes, and other professionals whose careers may involve variable income, multiple revenue streams, contracts, business interests, or a rapidly changing financial picture. Our goal is to help create structure around that complexity while supporting long term financial planning.

Is the initial consultation free?

Genesis offers complimentary initial consultations and financial reviews for individuals who are looking for a second perspective or aren’t sure where to begin. The conversation is an opportunity to better understand your current financial picture and discuss your goals without needing to have everything figured out beforehand.