A complete list of active advisors currently associated with Genuine Wealth Solutions

Warmer can help you find a great advisor at Genuine Wealth Solutions or one who fits your needs even better.

Genuine Wealth Solutions is an independent, fee-only advisory firm that serves individuals and high-net-worth clients with comprehensive financial planning and investment management. The firm offers both ongoing and project-based planning engagements and can manage accounts on a discretionary or non‑discretionary basis across stocks, bonds, mutual funds, ETFs, municipal and government securities, and cash equivalents. The firm constructs client-specific investment policies and asset-allocation targets and uses a mix of passive and active management. Its investment process draws on multiple methods of analysis — including fundamental, technical, cyclical and charting approaches — with regular reviews of accounts as part of the planning relationship and custodial reporting provided by third-party custodians. Compared with many solo independent advisers, the firm emphasizes educational seminars and speaking engagements as a component of its services, and it operates primarily on fixed, fee‑for‑service arrangements rather than charging advisory fees solely as a percentage of assets under management. The firm is a recently formed, small practice (a single adviser with roughly 41 clients and about $14 million in AUM), its principal holds CFP® certification, and it does not accept sales‑based or performance‑based compensation.

To learn more about the advisors currently working at Genuine Wealth Solutions, 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.