Bunker Hill, IL Office

Genesis Wealth Management provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations and retirement plans. The firm reports managing roughly $54.5 million for about 377 clients across five advisors and generally charges fees based on a percentage of assets under management.

Portfolios are tailored to client goals and risk tolerance and may be managed directly or through third‑party managers, model portfolios, or sub‑advisors using platforms such as Envestnet, SEI and Morningstar; the firm documents objectives in investment policy statements and conducts periodic reviews. Genesis offers both discretionary and non‑discretionary services, ERISA 3(21) plan support, variable annuity oversight, and coordinates implementation with outside professionals as needed.

Noteworthy aspects disclosed in the brochure include that some principals maintain licensed insurance businesses and devote substantial time to those activities, and the firm may offer insurance products that generate commission compensation, a potential conflict of interest the firm reports and discloses. The firm also provides specialized services for veterans (including Improved Pension/Aid‑and‑Attendance evaluations coordinated with a VA‑accredited attorney), long‑term care and Medicaid planning, and it discloses fee‑sharing and incentive arrangements with certain third‑party money managers.