Genesis Wealth Management, LLC has reached a major milestone in its journey, surpassing $2 billion in assets under control (AUC). This achievement highlights the trust and confidence that clients place in the firm’s personalized financial strategies and long-term planning approach. Many clients continue to recommend Genesis Wealth Management to their families and friends, reflecting the strong relationships and satisfaction the firm has built over the years.
Financial Technology Insights: Kaaj Raises $3.8 Million to Grow Agentic AI Credit Platform
Rick Poligala, spokesperson for Genesis Wealth Management, shared heartfelt appreciation for the clients who made this milestone possible. He emphasized that the accomplishment is a direct result of the team’s hard work, dedication, and commitment to delivering comprehensive financial planning and wealth management services. Poligala noted that the firm’s value lies not only in its expertise but also in its personalized care for every client.
Genesis Wealth Management has earned a nationwide reputation for excellence. Its tailored strategies and commitment to high service standards have helped individuals and families pursue meaningful financial goals. The steady growth in AUC reinforces the firm’s unwavering focus on client needs and financial well-being.
Financial Technology Insights: Fintech Names Joel Pearson CRO to Drive Revenue Growth
A key part of the firm’s success is its strategic partnership with Financial Resources Group Investment Services, a subsidiary of LPL Financial that supports independent financial advisors nationwide. This collaboration has allowed Genesis Wealth Management to access advanced tools, resources, and industry expertise, expanding its service capabilities and strengthening its client offerings.
Financial Technology Insights: Kasisto Expands AI Banking Capabilities Across Microsoft
Poligala expressed gratitude for this partnership, noting that it has enhanced their ability to deliver cutting-edge financial solutions. He added that the firm looks forward to continuing its mission of empowering clients to achieve their financial ambitions with confidence.
To share your insights with the FinTech Newsroom, please write to us at info@intentamplify.com