facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Our Story

We love being in the center of such a vibrant and active community.

From Maplewood to South Orange, Millburn to Short Hills, and the surrounding areas, we are proud to be a part of such a dynamic and unique collection of people. The GenWealth Group began in Maplewood because we wanted to bring independent financial planning to the local community; we wanted to offer an entirely different experience from the group-think on Wall Street where most clients were being "sold" and not “served".  With integrity, personalized service, and expert advice, we are trusted advisors to our clients and heartily support our local community.



Seton Hall Athletics

We are proud sponsors of the Seton Hall Pirates men's basketball program, the NCAA Division I intercollegiate men's basketball team at Seton Hall University. As Alumni of Seton Hall, our founders are avid fans and love to attend the Pirates’ games. They're Pirates helping Pirates retire ready!


Community Shred Day

Each year, The GenWealth Group offers Annual Shred Day.  Members of the community are invited to shred sensitive, personal documents at no cost. A secure mobile document shredding truck is on-site and over the years, we've shredded nearly 2 tons of paper!


Annual Jersey Cares Coat Drive

Since 2013, The GenWealth Group has served as a collection site for the Annual Jersey Cares Coat Drive. To date, we have collected nearly 3,000 winter coats for men, women, and children in need throughout New Jersey. We're thankful to our clients, friends, and neighbors for their contributions.


GenWealth Walks for Hope

A three-mile walk through Maplewood Village with hundreds of participants is powerful! Each time we organize, we choose a worthy cause. For example, in 2012, the event raised more than $15,000 for the Breast Cancer Research Foundation® (BCRF), where over 90 cents of every dollar donated goes to breast cancer research and awareness programs.


Broadway Workshop

Our team has ties to the Broadway community devastated by COVID. To help, we offered an educational webinar on personal finance to actors who were impacted by the theater shut down. It was rewarding to share our expertise in such tough times.  Today, we serve as financial advisors to several of Broadway's finest!


Giving Tree

Each year, we contribute to a “giving tree” for local children asking for their Christmas wishes. Rather than buying the gifts ourselves, we bring the wish list home to our own children. They do the shopping, fulfilling each child's wish. "Be Generous" is a core value of our firm.