For years the sole role of a financial advisor was to manage your portfolio. Today, that role has evolved into one with much more responsibility. Unfortunately, the forces of commoditization are pulling the marketplace towards mediocrity. We think you deserve better. At Genesis, our process is different.
We spend a great deal of time learning what it is you truly care about, what you value, and how your dreams connect to your values. Then, and only then, do we move on to create a financial plan and design a supporting investment portfolio. We know that the financial media overwhelms you with terms and opinions that are often confusing.
We spend a great deal of time learning what it is you truly care about, what you value, and how your dreams connect to your values. Then, and only then, do we move on to create a financial plan and design a supporting investment portfolio. We know that the financial media overwhelms you with terms and opinions that are often confusing.
Services
For years the sole role of a financial advisor was to manage your portfolio. Today, that role has evolved into one with much more responsibility. Unfortunately, the forces of commoditization are pulling the marketplace towards mediocrity. We think you deserve better. We are a team of people who truly enjoy helping you identify what you truly care about, create your own personal vision, and realize your dreams.
Paul Duval has served as president of Genesis Wealth Advisors, LLC since 2011 and its predecessor firm, Genesis Capital Advisors, Inc., since 1993. In this role, Paul is responsible for leading the firm's growth and managing several client relationships. Ron has served as a vice president at Genesis Wealth Advisors, LLC since 2011 and its predecessor firm, Genesis Capital Advisors, Inc., since 1997.
There are countless financial planning and wealth management options from which to choose. While they may appear different at the surface, most of them work the same way. The planner asks you what your goals are. You provide a standard response like, "I want to retire comfortably", or, "I want to pay for my kid's education".
Genesis may utilize third-party websites that include social media websites, blogs and other interactive content. Genesis considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, Genesis may retain a copy of information that Genesis or third-parties may contribute to such sites.
As you progress through life, your financial needs change. Your requirements as a young professional differ from your requirements as a parent, as do the eventual financial needs you will have as a retiree. A dynamic financial plan ensures that your changing money situation remains aligned with your unique set of goals and objectives.
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