Whether it is your family, your business or both, all the components of your life are connected. At Genex, we understand that, and we consider all of the different aspects of our client’s lives. Our mantra is: Details Matter! As a result, we consider your circumstances holistically, considering all the moving parts as we go through our planning process. As you might expect, we look at a client’s entire financial situation, but we look at so much more. When someone meets with Genex for the first time, they are often surprised by how much time we spend getting to know them, as individuals, as partners. What matters to them? What do they value? What are their dreams? What is meaningful in their life? Fears, Hopes and Desires; all of which are unique to each family and form the foundation of our planning process.

With broad knowledge of the client, coupled with their economic situation, we can draw on a wealth of our industry knowledge, resources and services to most effectively support them and empower them to live the life of their dreams.