At The GenWealth Group, we have long-standing relationships with our clients, their families, and the other professionals who advise them. Because we serve a limited number of clients, we have the ability to deeply understand your financial concerns. Our relationships are responsive, attentive, and personal—a key benefit of working with a smaller firm.
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.
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
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 legal and fiduciary responsibility to always put your interests first when providing advisory services. Together, we’ll work through life’s events and develop progressive financial strategies for what lies ahead.
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:
Budgeting/ Cash Flow
Insurance (Life, Disability, Long-Term Care)
Benefits Counseling (Social Security/Medicare)
Managing Expectations/ Investor Behavior :
Risk Assessment (Investment Policy Statement)
Portfolio Review Meetings
Personal Advisory Team Support/Service
Quarterly Advisor Calls
Client Education & Special Events
Portfolio Construction/ Investment Strategy ("All Seasons")
Personal Financial Goal Setting
Structure Assets (401k, IRA, Brokerage)
Detailed Performance Reporting
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