Genesis Wealth Management, LLC

Privately owned and operated, Genesis Wealth Management was formed by a group of former USAA Senior Wealth Managers with one goal: always putting the clients first. They wanted to establish a firm that could simplify our client’s lives by having all the resources they need under one roof. Today, Genesis Wealth Management has grown to 16 highly experienced Wealth Managers. Our offices are strategically located in San Antonio, Austin, and Tampa serving individuals, families, businesses, and institutions across the United States.