Genesis Wealth Management

At GENESIS Wealth Management, we are dedicated to helping individuals, families, and business owners achieve financial independence and a confident retirement through holistic financial advice. As an independent, fee-based financial consulting and wealth management service firm, we provide unbiased and personalized guidance to help our clients pursue their financial goals.

Our team of experienced financial professionals, led by Sunhee Lee, AIF, MBA, President and LPL Financial Advisor, takes a client-focused approach to wealth management. We believe that every individual has a unique set of financial circumstances, and we strive to understand each client's personal needs and objectives. By building lasting relationships with our clients, we are able to create customized wealth management strategies that address their short and long-term goals.

Our Services

We offer a comprehensive range of financial services, including financial planning, investment management, guided wealth portfolios, insurance planning and policy review, and complimentary portfolio review. Our financial planning services utilize sophisticated analysis reports through the eMoney platform, providing our clients with a clear understanding of their financial situation and a roadmap to achieve their goals.

Our investment management services are tailored to our clients' specific needs and goals, with access to a wide range of investment products and strategies. Our digital advisory services, through Guided Wealth Portfolios, provide an advisor-enhanced robo solution for those seeking a more automated investment approach. Additionally, we offer insurance planning and policy review, as well as complimentary portfolio review, to help our clients make informed decisions about their financial lives.

Our Mission

At GENESIS Wealth Management, our mission is to help our clients pursue financial independence, a confident retirement, and a lasting legacy. We believe that everyone deserves to live their best life, and we are committed to providing the guidance and support necessary to achieve financial freedom.

Our Approach

As an independent fee-based financial consulting and wealth management service firm, we are free from the constraints of proprietary products and quotas, allowing us to offer unbiased and personalized advice to our clients. We believe in the importance of building lasting relationships with our clients, and we are dedicated to providing exceptional service and guidance every step of the way.

Our Partnership with LPL Financial

We are proud to partner with LPL Financial, one of the nation's leading independent broker-dealers, to provide our clients with access to a wide range of investment products and services. Through this partnership, we are able to offer our clients the benefits of independence, objectivity, and a commitment to serving their best interests.