Genesis Wealth Management, INC.

Genesis Wealth Management offers personalized investment management, financial planning, and consulting services to individuals, families, and business owners. Founded in 2011 and based in Coral Gables, Florida, the firm primarily builds diversified portfolios utilizing Dimensional Fund Advisors funds, along with exchange-traded funds, individual stocks, and bonds, tailored to each client's specific investment goals. Portfolios are reviewed at least quarterly and rebalanced as needed. For financial planning and consulting, Genesis Wealth Management covers areas such as retirement planning, estate planning, tax planning, insurance analysis, and debt evaluation, providing written plans or consultations based on client needs. Additionally, the firm offers retirement plan consulting to employer plan sponsors.