Genuine Wealth is a fee only Registered Investment Advisory firm, dedicated to helping individuals and families grow, protect and transfer their wealth. We provide comprehensive financial and estate planning, helping our clients to create the legacy they want to leave.

With over 50 years of experience firmly rooted in investment, tax and life care planning, the Genuine Wealth team acts on each client's behalf as a fiduciary, which means the team always puts the clients' best interests first. It's our goal to match the investment strategy with the client's evolving capital appreciation, income, risk tolerance and estate planning needs.

Our goal isn't to attempt the impossible by picking the single best stock, or predicting every market fluctuation. Rather, it's to ensure client satisfaction, peace of mind and financial goal achievement.