Comprehensive planning from a team of professionals
The Genesis Wealth Management Group is a team of wealth advisors experienced and proficiency in a variety of financial products and services. We work with clients to identify needs and goals and create objective strategies designed to help achieve these goals. We specialize in growing and preserving wealth, including estate planning, retirement planning, education planning and capital preservation, utilizing a range of products from insurance to alternative investments. As your strategic ally we are available to work with your attorneys and CPAs to help simplify your complex financial issues.
...delivering excellent service so you can focus on the other areas of your life that are most important to you.
Your team of experienced professionals provides superior guidance, best-in-class investments and access through Citi colleagues to a full range of retail and commercial banking services – all of which are backed by the strength of Citi.
Here are ways Citi supports your team's commitment to your financial success:
Unquestionable Financial Strength.
We are one of the world's leading digital banks, with more than 100 million customers in 19 markets worldwide1.
Citi at your service
We can come meet you wherever it's convenient — at your office, home, or another location. Contact us to set up an appointment.
Citi's Network of Specialists.
In addition to the members of their own team, your Financial Advisors have access to a network of specialized Citi professionals. These include wealth-planning specialists, some of whom are trust and estate attorneys, and investment analysts. Additionally, your Financial Advisors have access to Capital Markets specialists who provide products designed to enhance your portfolio performance and asset allocation.
Award-winning Financial Planning.
Your team has access to tools that can help them assess your current financial situation and provide in-depth analysis for a holistic, goal-based financial plan.
Citi Investment Research and Analysis.
Financial Advisors can provide guidance informed by the powerful insight of research analysts across our global organization.
1. 2017 Citigroup Annual Report.
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