Our purpose at Geneva Wealth Management is to assist you in meeting your financial goals. Whether you are an individual, family or small business owner, we strive to simplify your financial life so that you may spend more quality time with family and friends.

Since we are an independent firm we have no proprietary products. Our advisors have the ability to offer products from a multitude of mutual fund, insurance and third party management firms. We work for you - our client - to seek out the best solutions to meet your needs. Whether it is saving for college, setting up a savings program or designing a retirement plan, we continually place your interests first.

Our pension division, Geneva Pension Consultants, takes a very active role in plan design, implementation and oversight. We meet individually with employees and help guide them through the enrollment process. We also meet regularly with plan fiduciaries to suggest enhancements to the plan while always focusing on new regulations and its impact on trustee liability.
We take great pride in the role we have developed with our clients over the past fifteen years and look forward to delivering first class service in the years to come.
 

VIEW ACCOUNT