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Company Intro

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All have different needs and goals on their journey to retirement. We understand that and are committed to helping connect every family with financial clarity and an improved quality of life. That commitment is what our success hinges on.

How do we show you our commitment? First, we get to know you, your family, and your goals for retirement during a financial discovery with you. Then, we help further analyze your personal financial situation — income, expenses, liquidity needs, and retirement goals — and help you create a retirement income plan that fits.

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Asset Maximization

Asset Maximization


Our main objective is to assist clients in navigating today's complex marketplace to accomplish their investment aspirations and goals. The recommendations you'll receive are custom-tailored to you, factoring in your risk tolerance, time frame, and income specifications.

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Legacy Planning

Legacy Planning


Legacy planning is one key element of any successful retirement plan and helps ensure that your legacy carries on to help your loved ones, and that your final wishes are respected. We can help you plan your legacy in a variety of ways based on whether you’re looking to preserve assets for future use, or transfer your wealth to beneficiaries.

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New Gen Retirement

New Generation Retirement


The New Generation Retirement® system is a holistic approach to retirement planning. It consists of five steps that incorporate three hallmarks of our company: fiduciary, transparency and technology.

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Gen Vault

Generational Vault

It wasn’t that long ago that managing your financial lives meant keeping track of dozens – if not hundreds – of documents like trusts, wills, powers of attorney, insurance policies, investments and more. They were squirreled away in drawers, boxes, grocery bags and who knows where else. But thankfully, Generational Vault – your virtual safety deposit box – is an easier way to keep track of all those vital documents. Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.

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307 Henry Street Suite #400
Alton, IL 62002

1 Terminal Drive
East Alton, IL 62024

 (618) 368-2100

Our Company

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Our Services

  • Asset Allocation & Risk
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  • Legacy Planning
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Disclosure

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results.

Opinions expressed herein are solely those of Genesis Wealth Management Group, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Genesis Wealth Management Group, LLC an Investment Advisor in the State of Illinois. Being registered as an investment adviser does not imply a certain level of skill or training. Insurance products and services are offered through Genesis Insurance & Financial Advisors, LLC and Genesis Financial Group, Inc., affiliated companies.

The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Illinois or where otherwise legally permitted.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

Links to Other Sites - The inclusion of any link is not an endorsement of any products or services by Genesis Wealth Management Group, LLC. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of these sites neither Genesis Wealth Management Group, LLC, nor any agency, officer, or employee of the Genesis Wealth Management Group, LLC warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.