Genesis Wealth Management, Inc.

Genesis Wealth Management, Inc., led by John Shea, offers financial advisory services with a focus on personalized client care. Established in 2017, John Shea, a Certified Financial Planner (CFP®), brings over a decade of experience in the financial services industry. He holds various prestigious designations, including Chartered Financial Consultant® (ChFC®) and Chartered Advisor for Senior Living (CASL®), showcasing his commitment to professionalism and ethical standards. As a member of the National Association of Personal Financial Advisors (NAPFA), Genesis Wealth Management adheres to a Fee-Only model, ensuring advice is solely in the client's best interest. Clients benefit from John Shea's fiduciary duty, providing financial planning services with the highest standard of care. With no disciplinary events in his record, John Shea's advisory services are transparent and trustworthy. Clients can expect a minimum initial investment requirement, fee structure, and investment discretion details tailored to their financial goals. For further information or inquiries, contact Mario Yngerto, the firm's Chief Compliance Officer.