Welcome to The GenWealth Group

At The GenWealth Group, we offer clients confidence that they’re on the right path toward growing and preserving the wealth they’ve worked hard to accumulate. As an independent Registered Investment Advisor (RIA), we have a fiduciary responsibility to put our clients’ interests first. Our unique approach to wealth management ensures that clients experience consistency, accessibility, and transparency in all that we do.


We have long-standing relationships with our clients, their families, and other professionals who advise them. Year over year, our clients can rely on the personalized service and in-depth financial planning they’ve always received. Because we serve a limited number of clients, we’re able to deliver this without fail.


Amid today’s fast-moving and often volatile markets, clients need financial agility. At GenWealth, we manage our clients’ assets directly. By choosing a partner who operates at eye level, not sky level, you can be sure that you’ll sit across the table from the person making investment decisions.


Our fees are openly published something rarely seen in our industry. Our clients also know what’s in their portfolio and how it’s being managed. With 24/7 on-line access, clients have a detailed view of their account holdings, and access to monthly statements, which they can choose to make paperless.

Momentum Portfolio StrategySM

You can’t time the market, but you can spot trends in the markets’ momentum. With this principle in mind, we’ve transformed the buy-hold-and "hope" approach of yesterday. Our strategy is designed to reduce volatility and offer more consistent portfolio performance.