A complete list of active advisors currently associated with Genesis Asset Management Group, Inc.

Warmer can help you find a great advisor at Genesis Asset Management Group, Inc. or one who fits your needs even better.

Genesis Asset Management Group, Inc. is a small, privately owned investment adviser that provides discretionary asset management and financial planning to individual clients, including high‑net‑worth individuals, and to trusts and estates. The firm reports about $86.6 million in discretionary assets under management across roughly 136 client relationships and offers managed accounts via the AssetMark platform. The firm builds portfolios around each client's documented goals, time horizon and risk tolerance, providing ongoing monitoring and periodic (at least quarterly) reviews to assess suitability and rebalancing needs. Portfolio construction and trade execution frequently rely on third‑party portfolio strategists who maintain models and execute trades on the AssetMark platform while the firm retains overall client responsibility and discretionary authority. Noteworthy distinctions include that the firm’s principal also serves as a registered representative of a broker‑dealer and as a licensed insurance agent, dedicating approximately half of their time to those activities and receiving external compensation for products sold; the firm discloses these conflicts and describes procedures intended to mitigate them. The firm also requires use of specified custodians, may receive research or other economic benefits from custodians, and generally does not vote client proxies unless assistance is requested.

To learn more about the advisors currently working at Genesis Asset Management Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.