We begin with a short phone call to learn about your current financial situation, the services you seek, and the financial future you hope to create.

We'll conduct an in-depth review of your financial documents and prepare for your personalized consultation with our team of financial advisors at our Maplewood office.

At our initial meeting, we'll share information about our advisory firm, our services, and fees .  You will tell us more about your financial situation, objectives, and background. We'll present a preliminary  set of recommendations that best reflect your goals.  As fiduciary advisors, we openly answer any questions you have.    A second  meeting is set to offer detailed recommendations and your customized investment proposal.

Once you have decided to engage with us, we'll begin to seamlessly transition your assets to our management.  We handle all aspects of the transition from start to finish.  We'll implement your financial plan as agreed and continually monitor the portfolio seeking to ensure it's optimally positioned for prevailing market conditions.

As a client at The GenWealth Group, you'll come to appreciate highly personalized attention from our dedicated team that may include:

• On-Line Account Access (available 24/7 to view your investment accounts)
• Frequent Calls With Your Advisory Team
• Financial Planning Review Meetings
• Coordination With Other Professionals (Accountant/Attorney)
• Detailed Portfolio Performance Reports
• Legacy Planning Meetings (with your heirs or loved ones)
• Newsletters, Educational Workshops, Special Private Events
• Secure Document Vault (online)
• Responsive Service (all client calls returned within 24 hours) 

You'll meet regularly with our team of advisors to evaluate your investment portfolio and overall financial plan. We continue to work with you through life’s changes and adjust strategy as we go along.