Understand your needs and goals and provide the most transparent and the highest quality wealth management services along with the growth of your and your family’s wealth
Our Services
Big or small, we have raised equity for an extensive network of accredited investors. We also underwrite projects using our extensive financial knowledge to help issuer raise capital smoothly.
We are open to hire new team to join us. We will provide intensive training to help you be licensed. We will also provide consistent training on different aspect of financial knowledge
Our Mission
- To have a positive influence on clients' lives and the communities in which we serve.
- Base everything and anything upon clients' interests and provide quality and value-added financial services.
Our Promises
- We are committed to dedicatedly and fairly screening of better investment managers and premium investment products for our clients
- We promise to conduct in-depth research on the underlying assets corresponding to each product and to focusing on the continued performance of the investment management team and products
- We are committed to directly and long-term client communication with sharing so that clients can understand the product's key information and insides through screening and investment management processes
- While we can't commit to the final performance of asset allocation, we promise to practice integrity
Meet Our Team
Testimonials
Highly Professional Team
As long time investors, we have to say that Investing with Genesis Wealth is the best financial decision we have made in last decade. We have been involved in variety of investment areas, and Genesis Wealth has provided the most appropriate solution to meet our goals. They have clearly explained their investment philosophy and even provided us with opportunities to view their projects first-hand before we committed to investing. They were always prompt and detailed when answering questions assuring us that the priority of capital safety. They constantly provide updates with photos and invite us out to see the investment property anytime we want. This level of transparency has not only increased our confidence in Genesis Wealth, but also ensured that we would continue our investments with Genesis Wealth for years to come.
Emily WilsonTop Manager
Real Experts in Investment Management
I would like to express my appreciation for the investment advice provided by Genesis Wealth to date. You have consistently gone far beyond what I would expect as an investment advisor. In fact, working with Genesis Wealth has not only given us confidence in the product we invested but has also given us what feels like “True Peach in Mind”. The steady monthly income we received provide us the chance to pursuit our passion without worrying anything financial related.
Dennis LewisCivil Servant
A Team of Dedicated Investment Management Specialists
It took me a while to find someone who could accomplish what I needed for my company. I have to say it was well worth the wait. Investment Smart is a team of real professionals who showed their hard work, patience, and professionalism, and they far exceeded my expectations.
Jack McGeeFounder, The Therapy
The Best Investment Management Company
It has been a pleasure to work with Investment Smart and their team of investment experts. They offered me a quick and easy solution to my business investment strategy that will surely help me in handling my future spendings. I’m glad to cooperate with this qualified team.
Jill MillerRegional Manager
Our Partners
