Are you looking to expand your wealth advising and planning business?  Why not consider becoming a member of the Genesis team?  Genesis Wealth Advisors offers affiliate opportunities to highly qualified financial planning and investment professionals.

As an affiliate, you will have access to all of Genesis’ resources.  This includes marketing materials, sophisticated financial planning tools, and a variety of portfolio management products.  The principals of our firm are, first and foremost, wealth advisors.  We know the daily challenges you face and have designed processes to help you address them.  You can provide customized financial, wealth planning and investment services to your clients, maintaining the feel of a personal firm, while at the same time tapping the resources of much larger organizations.

Our systems, including the advanced Financial DNA® planning tools, are some of the best in the business.  We combine cutting-edge technology with pioneering wealth planning and investment techniques.  Genesis Wealth Advisors is committed to providing you with the very best tools to help you help your clients.  We’ve created suites of products and services that are proven to work together.  Installations are quick and seamless, allowing you to get started almost immediately, with minimal disruption.

Genesis affiliates receive comprehensive tech support, and can set up a wealth management and planning base on the web.  You will have a thoroughly professional presence, as well as leads to prospective clients.  We want you to succeed because together we all succeed.  As an affiliate, you can choose from several different service models, depending on what best suits your business needs.

Start growing your business today.  Become a Genesis affiliate and begin using our advanced tools and support to better serve your clients.