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

Genesis Wealth Management

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United States
Englewood, NJ
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.

07/13/2026

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be inspired?

When you retire, how will you treat your next chapter?

07/10/2026

With geopolitics, Fed policy, and AI reshaping markets, volatility may persist. Learn how LPL Research is positioning portfolios for the second half of 2026.

07/09/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers.

07/08/2026

With geopolitics, Fed policy, and AI reshaping markets, volatility may persist. Learn how LPL Research is positioning portfolios for the second half of 2026.

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07/01/2026

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

06/29/2026

Stay up to date with the latest market trends. Check out this week’s Weekly Market Commentary here.

This week’s Weekly Market Commentary discusses the strong second-quarter rally, highlighted by the S&P 500 gaining 12.6% and both the Nasdaq-100 and Russell 2000 rising over 20%, as equities trended steadily higher. It also examines whether recent momentum and major events like SpaceX’s IPO sign...

06/26/2026

Separately Managed Accounts (SMAs) are portfolios made up of individual securities actively managed by institutional money managers. Unlike mutual funds, SMAs provide transparency through individual security ownership and trade updates.

06/24/2026

Stay informed with our Weekly Market Commentary. Here are the latest updates and expert insights.

This week’s Weekly Market Commentary discusses LPL Research’s analysis of Chair Kevin Warsh’s hawkish debut, marked by a focus on price stability, policy review task forces, and ongoing uncertainty around future rate hikes and inflation. It also highlights a shift toward “constructive ambigu...

06/22/2026

Every investment involves some degree of risk, but not all risks are the same. The key is to understand how risk and return work together so you can make informed decisions that align with your short- and long-term financial goals.

06/17/2026

The 2026 World Cup shifts from concentrated spending to a more diversified economic model, with impacts spread across regions, industries, and cities.

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

Website

https://www.genesiswealthmgt.com/

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