Genesis Wealth Planning
Financial Advising
Why pick this one
Genesis Wealth Planning offers personalized financial advice without traditional asset minimums and has been in business since 2013.
Best for
- individuals and families planning for retirement
- small business owners needing financial strategies
Look elsewhere if
- individuals seeking purely transactional financial services
- clients uncomfortable with values-based investing
Specialties
- investment management
- business exit planning
- student loan strategies
Certifications
- CERTIFIED FINANCIAL PLANNER™
What makes them different
- no traditional asset minimums
- emphasizes personalized financial guidance
- focuses on Catholic values-based investing
- offers subscription-based planning
- collaborative approach with a team of professionals
- Years in business
- since 2013
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 6115 Park South Dr, Charlotte, NC 28210-0104
- Phone
- +17042376559
- Website
- http://www.genesiswealthplanning.com/
- michael.acosta@cplanning.com
Services
- financial advising
- wealth management
- retirement planning