About Genesis Wealth Management
Genesis Wealth Management, located in San Antonio, TX, is dedicated to providing professional financial planning services that help individuals and families reach their financial goals. Their offerings include financial advice, retirement planning, wealth management, tax strategies, and estate planning guidance. The team, composed of CERTIFIED FINANCIAL PLANNERSTM (CFP®), has a wealth of experience, having previously served as Wealth Managers at USAA. Through their Wealth Planning for LifeTM process, they create personalized plans to grow and preserve wealth. Clients appreciate the attentive and knowledgeable service, highlighting the team's commitment to understanding their needs and concerns. Genesis Wealth Management is highly recommended for anyone seeking a trusted financial advisor to support their financial journey with confidence.
My Genesis financial manager does a fantastic job! He not only manages my performance above the relevant benchmarks, but also helps me with questions often before I ask them. I have and will continue to refer friends and families to Genesis!
I highly recommend Jon Thompson of Genesis/LPL Financial. He has been helping me plan for my retirement for several years. He’s smart, kind, a great listener and makes recommendations based on his knowledge while working with my concerns and leanings in order to meet my financial goals for retirement.
The Genesis Wealth Management team is second to none! Jon Thompson and his associates are completely focused on ensuring your financial plan is tailored to you and your family. He takes the time and attention needed to ensure you are thoroughly informed. I highly recommend Jon Thompson and the Genesis Wealth Management team to secure your financial future.