Leadership

The founding principles of Genesis Wealth Advisors grew out of our discontent with the financial services industry.  Every one of us has worked for major financial services companies, and we’ve seen how the big guys do business.  We loved working with clients, but hated the way financial services firms operated.  It was all about the firm and its products – the client was secondary.

In 1994, Paul Duval and Chris Giannaros founded Genesis Capital Advisors as one of the first fee-based investment firms offering services to the general public, based on specific, individual needs.  Genesis Wealth Advisors, LLC was founded – by the same two men and a five-person team – on the same principles.  We believe that all of our clients should have a financial plan and investment portfolio individually tailored to address their specific life, business and investment goals.

Too often, major financial services firms focus on product sales.  Many of the large firms are also their own brokers/dealers and custodians.  In some cases, the advisors at these firms are not required to put your needs ahead of their own.  Our wealth management advisors, on the other hand, adhere to fiduciary standards, meaning that we put your financial interests first.  We don’t have a parent firm whose agenda might differ from your objectives.

Our clients have come to trust our integrity and our high level of service.  We specialize in designing and implementing comprehensive wealth management strategies for individuals, families and businesses, including generational wealth transfer.  We maintain an independent advisory environment, free of conflicts of interest that can put clients’ financial futures at risk.  Rather than rely on sales quotas, our benchmarks focus on the achievement of our clients’ goals.