Genesis Wealth is a platform where advisors are empowered to do what's right, without compromise.  We're founded by a group of advisors who took a leap of faith, leaving behind corporate constraints to serve their clients with greater independence, care and purpose.  Our advisors aren't beholden to a corporation.  They answer only to the people who matter most - their clients. 

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Genesis Wealth

Kosta Tanglis

This department focuses on providing tailored financial advice and strategies to clients for wealth preservation and growth.

Wealth Management

This department focuses on providing support and assistance to clients, ensuring their needs are met and fostering positive relationships.

Client Services

This department focuses on strategic vision, corporate governance, and overall organizational leadership.

Genesis Wealth

Org chart

Teams

Wealth Management

Client Services

Executive Leadership

Offices

Genesis Wealth

Org chart

Teams

Wealth Management

Client Services

Executive Leadership

Offices

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