Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Beatrice W
CFP®
New London, CT
Genoa Wealth, LLC
Beatrice Waesche is a CFP® professional at Genoa Wealth, LLC with four years of industry experience. Her career includes roles at Raymond James & Associates, ID Plans, CBRE, and Resource Management, LLC. She began her current tenure at Genoa Wealth in 2026. Genoa Wealth, LLC provides discretionary and non-discretionary investment advisory services and financial planning to individuals, corporations, and business entities. The firm uses fundamental analysis and a mix of long- and short-term purchases with asset allocations tailored to client objectives, operating on a fee-only basis with a focus on a concentrated client base.
Donald W
CFP®
New London, CT
Genoa Wealth, LLC
Donald Waesche is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Genoa Wealth, LLC. His prior experience includes roles at Creative Planning, LLC and a long tenure at Resource Management. In addition to his advisory work, he has been involved with Race Rock, LLC since 2021. Genoa Wealth, LLC provides discretionary and non-discretionary investment advisory services and financial planning to individuals, corporations, and business entities. The firm uses fundamental analysis and tailored asset allocations, offering fixed annual advisory fees rather than percentage-based charges.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters