We help you pursue financial independence with strategies for your wealth management needs. We focus on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short and long-term objectives.
By building a lasting, personal relationship with you, we're able to help you anticipate needs and plan for the future. We provide advisory and brokerage services based on investment strategies that are tailored to your goals and needs. We provide comprehensive financial planning with sophisticated analysis reports by using the WealthVision platform.
By building a lasting, personal relationship with you, we're able to help you anticipate needs and plan for the future. We provide advisory and brokerage services based on investment strategies that are tailored to your goals and needs. We provide comprehensive financial planning with sophisticated analysis reports by using the WealthVision platform.
Services
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Sunhee Lee founded GENESIS Wealth Management, LLC in October of 2017 with the purpose of providing his clients with comprehensive wealth and investment management services. He started his career as financial consultant with AXA. We have partnered with LPL Research to perform due diligence and make recommendations on a wide range of investment products and strategies.
We provide wealth management services to successful 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 address with meaningful relationships based on trust, integrity and superior client service.
A "fiduciary" is someone who is managing the assets of another person and stands in a special relationship of trust, confidence, and/or legal responsibility. We strive to uphold a fiduciary standard and work in your best interest of their client, beneficiary, or retirement plan participant. Yet, many fiduciaries are not even aware of their duties and responsibilities.
No two client's situations and goals are alike. That's why GENESIS Wealth Management's client relationships are built on individualized advice, customized investment portfolios, and professional service. Our holistic approach to wealth management integrates your objectives into a personalized financial plan that can be updated as life changes occur.
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