Wakefield, MA Office

Genesis Wealth Advisors serves individual and high‑net‑worth clients, charitable organizations, and retirement plans, offering discretionary and non‑discretionary investment management, financial planning, and retirement plan advisory services. Its Fundamental Wealth Management Service (FWMS) and Institutional Wealth Management Service (IWMS) include model or custom portfolio management, financial planning, and additional support such as trustee administrative assistance and tax documentation organization.

The firm’s investment approach emphasizes fundamental analysis and long‑term portfolio construction tailored to each client’s objectives, risk tolerance, and time horizon, with the advisor responsible for ongoing monitoring and periodic rebalancing. Genesis also documents and communicates account performance: it notes model/custom portfolio management in FWMS and states it may provide periodic reports regarding holdings, allocations, and performance (including performance reporting for retirement plans).

What distinguishes Genesis from many peers is its use of model portfolios and related performance disclosures—its brochure describes model/custom portfolios and the provision of performance reporting and client reports that can include performance results and hypothetical/model information. The firm’s ADV also discloses relationships and platform arrangements that are less common for similarly sized teams, including participation in the Fidelity Institutional platform and other disclosed industry affiliations and service offerings such as intergenerational financial education and trustee support.