Additional Information

  • Categories: Financial Service Organizations
  • Products: Insurance Planning, Trust Services, Alternative Investments, Estate Planning, Financial Planning

Hours

  • Regular Hours
    Sunday
    Closed
    Monday
    09:00 AM - 04:00 PM
    Tuesday
    09:00 AM - 04:00 PM
    Wednesday
    09:00 AM - 04:00 PM
    Thursday
    09:00 AM - 04:00 PM
    Friday
    09:00 AM - 04:00 PM
    Saturday
    Closed

About Us

  • Jereme Brisco, Executive Wealth Manager and Certified Financial Planner, started Genesis Wealth Management after a successful 12-year career at USAA. Prior to USAA he spent three years with Prudential Financial. Genesis Wealth Management’s services include: comprehensive financial planning, advanced estate planning, investment consulting, advanced portfolio & investment analytics, tax-sensitive investing, alternative investments, trust services, single-stock risk management, executive compensation arrangements, business exit planning, financial windfall planning, insurance planning, foundation & endowment guidance, retirement planning, risk management, and income and investment strategies.