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Monday 9am - 6pm Tuesday 9am - 6pm Wednesday 9am - 6pm Thursday 9am - 6pm Friday 9am - 6pm

Genesis Wealth Management

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United States
Englewood, NJ
Genesis Wealth Management

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Comprehensive wealth management & strategies to pursue financial stability, security, independence.

Our financial advisors provide fee-based wealth management services to individuals, professionals, and business owners including select groups of high net worth families with long term investment planning. We focus on understanding personal goals-where our clients want to go in life and what they want to pursue with meaningful relationships based on trust, integrity and superior client service. Our business model consists of a disciplined investment management process and personalized service offering combined with a holistic approach to wealth management. We offer access to the following products and services:
- Fee-based investment advisory accounts service
- Brokerage accounts service
- Stocks, Bonds, Mutual Funds, ETFs, UITs, Alternative investments
- Variable annuities, IRAs, 401(K)/Profit sharing plan
- Financial planning, Tax and Trust planning, Retirement planning
- Estate planning

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC, www.finra.org and www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: NJ, NY, PA.

10/23/2026

Separately Managed Accounts (SMAs) are portfolios made up of individual securities actively managed by institutional money managers. Unlike mutual funds, SMAs provide transparency through individual security ownership and trade updates.

10/19/2026

Politics are highly emotional and investing based off emotions is rarely a winning strategy. What has worked is stayed focused on your investment plan remaining fully invested in a well-diversified portfolio.

10/13/2026

We support all stages of life in financial planning, from just starting out in your career to growing your family to planning for retirement. Having a clear picture of your goals may make all the difference. Connect with us for personalized financial planning designed around you, your priorities, and your future.

10/12/2026

Today, we recognize Indigenous Peoples’ Day, a time to honor the rich histories, diverse cultures, and enduring contributions of Indigenous communities.

It is a day to reflect on the deep-rooted heritage that shapes our shared landscapes and to acknowledge the resilience and vibrant traditions that continue to influence our community today. We join in celebrating the voices and stories that enrich our history.

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/06/2026

Setting investment goals means defining your dreams for the future. When you're setting goals, it's best to be as specific as possible.

10/02/2026

For affluent investors, accessing capital shouldn't mean liquidating a carefully built portfolio. Discover how portfolio-backed lending safeguards your assets and fosters your wealth-transfer strategy.

09/30/2026

LPL Research analyzes historical performance of S&P equity sectors after the start of Fed rate-hiking campaigns to help investors navigate the new cycle.

09/28/2026

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you may need to account for.

See how inflation over time could affect the purchasing power of your retirement income.

09/25/2026

Life have you curious? This month reminds us that it may be time to talk to your financial professional about life insurance. Whether you need to update your policy or find a new one, take this opportunity to learn more about life.

Several factors affect the cost and availability of life insurance, including age, health, and the type and amount of insurance purchased. Any guarantees associated with a policy are dependent on the ability of the issuing insurance company to continue making claim payments.

Address

240 E Palisade Avenue
Englewood, NJ
07631

Opening Hours

Monday	9am - 6pm
Tuesday	9am - 6pm
Wednesday	9am - 6pm
Thursday	9am - 6pm
Friday	9am - 6pm

Website

https://www.genesiswealthmgt.com/

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