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We had a mortgage banker, commercial real estate, a retirement specialist, CPA and we all got together and we thought that we saw a problem in the industry.

We wanted to bring all the advisors together and create customized plans to get a client from A-Z. We only have one mission and that is when we have a client to minimize their tax liability and maximize their financial position.

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Genwealth is your trusted partner, specializing in serving high net worth physicians. Whether you’re a medical practice owner, a high-earning W-2 professional with other business endeavors, our team is here to support your unique financial needs.

What sets us apart is our commitment to a multidisciplinary “union team” approach.

With our unwavering dedication to your financial success, our team of in-house experts in Taxation, Financial Advising, Business and Real Estate Investments, Commercial and Residential Lending,, Asset Protection, and Business Advisory fields come together to provide comprehensive and strategic guidance. Every financial move you make is analyzed by our team, ensuring that each decision is made strategically and aligned with your short term and long-term financial goals.

Our tailored approach considers the complexities and demands of your multifaceted financial landscape.

We strive to minimize your tax burdens while maximizing your financial position across all areas of your professional and personal endeavors. From strategically managing your tax obligations to seizing alternative investment opportunities and protecting your assets, our team is dedicated to providing comprehensive solutions.

We’re really we do everything in house as a one stop shop.

So as we grew in the services that we wanted to provide and in the clients that we were servicing, we just kind of that outgrew the company.

You know, we wanted to be able to do more and more things for the actual client.

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At Genwealth, we serve as your trusted advisor, empowering you to make informed decisions, capitalize on opportunities, and achieve your financial goals.

Let us handle the complexities, so you can focus on what you do best.
Discover the Genwealth advantage and unlock the full potential of your financial success, regardless of whether you’re a medical practice owner or a high-earning doctor with multiple income streams.

Experience the power of our union team approach as we unite our expertise to deliver exceptional results for your financial well-being. Please fill-in the form below to get started.