We are a multi-generational team of advisors who focus on developing deep-rooted relationships. Our purpose is to make wealth management elegantly simple and empower our clients to achieve ‘lifestyle for lifetime’.

Genea (pronounced je?NAY?ah) is derived from the ancient Greek word meaning generations.  At Genea Wealth, our goal is to ensure that your family is well-positioned to handle everything that life brings your way.  We believe that your financial picture should not be looked at in isolation; it should incorporate your entire family.  We have experience with many of life’s transitions:  from planning your children’s education, to helping you prepare for retirement, to making sure you and your parents are taken care of in your golden years.  We work with you to focus on what is important to you and what you can control.  Over the course of a long-term relationship, we will support you in building and maintaining your 'lifestyle for lifetime'.

At Genea Wealth, we are here to guide generations and build your wealth.