Genesis

For everyone, there's a beginning.....

Genesis was created for those who are making their first foray into building a life on purpose. 

Early in their career, incomes are on the rise and so are the needs to minimize mistakes and miscues and optimize the return on both earnings and assets as a prerequisite to building a robust financial future. 

With increased earnings comes increased complexity and the challenge of life based issues in general. Perhaps there's a new home purchase or purchase or a job change coming up. You may be getting married or planning on starting a family. 

Whatever the life change or transition you're facing, the Genesis Program is ideal for the "early adopter" who believes that guidance and expertise can make a meaningful difference in financial and life planning decision making. 


Annual Membership: $2,500~ fee includes investment management/advisory services from any source on accounts totaling up to $250,000.