What departments does Genesis Wealth Advisors have?

Genesis Wealth Advisors has employees across 1 departments including Operations.

What is the largest department at Genesis Wealth Advisors?

The largest department at Genesis Wealth Advisors is Operations with 1 employees.

Where are Genesis Wealth Advisors employees located globally?

Genesis Wealth Advisors has employees across 2 continents and 3 countries including United Kingdom Of Great Britain And Northern Ireland, Switzerland, United States Of America.

How has Genesis Wealth Advisors's team size changed over time?

Genesis Wealth Advisors's team has remained stable from approximately 8 to 8 employees based on available data.

Genesis Wealth Advisors Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

Genesis Wealth Advisors is a financial services firm based in Braintree, Massachusetts, that focuses on helping clients align their financial decisions with personal values and long-term dreams. The firm emphasizes the role of an advisor in managing client emotions and stress, designing comprehensive, integrated financial plans, and maintaining portfolios aimed at enabling clients to pursue their goals. Serving individuals and families, the team aims to provide clarity and freedom through planning that connects values with financial outcomes rather than pursuing market-first performance. Positioned within the financial services industry, Genesis Wealth Advisors differentiates itself by prioritizing holistic planning and client-centered guidance as a core service offering. The company operates from its location in the Boston area and serves a regional client base with a consultative approach to wealth management.

Genesis Wealth Advisors Global Highlights

North America
17

United States Of America
17

Europe
2

United Kingdom Of Great Britain And Northern Ireland
1
Switzerland
1

Genesis Wealth Advisors's Leadership

E. P.
Principal & Cio
Mobile Phone
Email
K. J. D.
Vice President
Mobile Phone
Email
J. S.
General Manager
Mobile Phone
Email
S. D.
Client Service Manager
Mobile Phone
Email

Genesis Wealth Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Legal
Accounting
Administrative
Other

Contact profiles from Genesis Wealth Advisors

Name

Title

Contact

Location

Last Update

E. P.
Principal & Cio
Mobile Phone
Email
SwitzerlandGeneva
Feb 03, 2024
K. J. D.
Vice President
Mobile Phone
Email
Jun 08, 2026
J. S.
General Manager
Mobile Phone
Email
Oct 16, 2024
S. D.
Client Service Manager
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Genesis Wealth Advisors known for?

Genesis Wealth Advisors was founded in 1994 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-800-245-****

. Explore Genesis Wealth Advisors's company overview page for more information.

What is Genesis Wealth Advisors's most common email format?

Genesis Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Genesis Wealth Advisors email formats with LeadIQ.

How many employees does Genesis Wealth Advisors have currently?

Genesis Wealth Advisors has approximately 12 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Genesis Wealth Advisors's key employees and leadership?

As of July 2026, Genesis Wealth Advisors's key employees include:

Principal & Cio: E. P.
Vice President: K. J. D.
General Manager: J. S.
Client Service Manager: S. D.

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Genesis Wealth Advisors Employee Directory

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