Genesis Wealth Management

Genesis Wealth Management Comprehensive wealth management & strategies to pursue financial stability, security, independence.

Our financial advisors provide fee-based wealth management services to individuals, professionals, and business owners including select groups of high net worth families with long term investment planning. We focus on understanding personal goals-where our clients want to go in life and what they want to pursue with meaningful relationships based on trust, integrity and superior client service. Ou

r business model consists of a disciplined investment management process and personalized service offering combined with a holistic approach to wealth management. We offer access to the following products and services:
- Fee-based investment advisory accounts service
- Brokerage accounts service
- Stocks, Bonds, Mutual Funds, ETFs, UITs, Alternative investments
- Variable annuities, IRAs, 401(K)/Profit sharing plan
- Financial planning, Tax and Trust planning, Retirement planning
- Estate planning

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC, www.finra.org and www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: NJ, NY, PA.

One of the greatest parts of my job as a financial professional is working with families, helping them pursue their goal...
05/29/2026

One of the greatest parts of my job as a financial professional is working with families, helping them pursue their goals. Among the most important of those family goals is saving for college.

Have a large purchase or expense coming up? This planning tool will help you arrive at the right savings plan to make su...
05/22/2026

Have a large purchase or expense coming up? This planning tool will help you arrive at the right savings plan to make sure you're ready to achieve your goal when the time comes. Start here. https://bit.ly/4f22rPY

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.
05/20/2026

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this v...
05/18/2026

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this video to learn more:

Learn about what risk tolerance really means in this helpful and insightful video.

05/15/2026

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally, financially, and practically as you settle into this next chapter. Reach out if you'd like to talk through your transition.

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can m...
05/13/2026

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can make a more informed choice.

Compare two different scenarios side by side to see how they stack up over time.

LPL Research analyzes April ETFs, highlighting strong equity inflows, rising risk appetite, and renewed dominance of U.S...
05/11/2026

LPL Research analyzes April ETFs, highlighting strong equity inflows, rising risk appetite, and renewed dominance of U.S. large cap stocks.

Are you planning your financial future? You can create a goals-based financial plan for retirement, education, spending,...
05/08/2026

Are you planning your financial future? You can create a goals-based financial plan for retirement, education, spending, and more by using our interactive digital planning tool efficiently. Find out your probability of success and identify the right investment strategy for your financial goals today. https://connect.emaplan.com/gl1

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitic...
05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

Setting retirement goals isn’t just about picking a number — it’s about understanding your timeline, lifestyle prioritie...
05/06/2026

Setting retirement goals isn’t just about picking a number — it’s about understanding your timeline, lifestyle priorities, and income strategy. Learn more.

Address

240 E Palisade Avenue
Englewood, NJ
07631

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

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