The GenWealth Group

Category: Financial & Professional Services
Website: http://www.thegenwealthgroup.com
Address: 6 Inwood Pl, Maplewood, NJ 07040, USA
Contact Phone: 973-761-0400
Contact Email: cherie@thegenwealthgroup.com
Details:

COMMITMENT


Based in Maplewood, The GenWealth Group is a Registered Investment Advisory (RIA) firm dedicated to growing and preserving the wealth you’ve worked hard to accumulate. As an RIA, we have the fiduciary responsibility to put your interests first when providing financial advisory services. Together, we’ll work through life’s events and develop progressive financial strategies for what lies ahead.

ACCOUNTABILITY



Amid today’s fast-moving and often volatile markets, clients need financial agility. Therefore, we don't hire outside managers to act on your behalf. We manage client assets directly—that means you sit across from the person guiding the investment decisions.


We operate at eye level, not sky level—you can expect financial expertise when you need it.


TRUST


As a Registered Investment Advisor (RIA), we have a fiduciary responsibility to put our clients' interests first. Our simple fee structure is openly published so clients know exactly how much they are paying in exchange for the advisory services we provide.


ABOUT THE GENWEALTH GROUP

At The GenWealth Group, we take the time to learn your personal financial goals and develop a plan that will you help you meet them. Through in-depth discussion, we'll develop an Investment Policy Statement that reflects what's in your heart and mind. It becomes our guide-for decision-making and helps us navigate today's financial markets without emotional bias.




Through our fee-based approach, we advise clients on a range of concerns that comprise your financial plan:


Financial Planning:


  • Budgeting/ Cash Flow
  • Retirement Planning
  • College Funding
  • Estate Planning Coordination
  • Insurance (Life, Disability, Long-Term Care)
  • Benefits Counseling (Social Security/Medicare)
  • Charitable giving

Managing Expectations/ Investor Behavior :


  • Risk Assessment (Investment Policy Statement)
  • Portfolio Review Meetings
  • Personal Advisory Team Support/Service
  • Quarterly Advisor Calls
  • Client Education & Special Events

Wealth Management:


  • Portfolio Construction/ Investment Strategy ("All Seasons")
  • Personal Financial Goal Setting
  • Structure Assets (401k, IRA, Brokerage)
  • Detailed Performance Reporting


To contact The GenWealth Group - please use the form below:

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