Genesis Wealth Management

Located in Houston, Texas

Address: 6504 Bridge Point Pkwy Suite 460, Austin, TX 78730, United States

Phone: +1 210-686-9000

Rating: 5

Review 1 (2025-01-21 - Rating: 5)
Youree McBride has been our financial advisor for over ten years. In that time he has collaborated with us to design and build a personalized financial structure that allows us to have a very high level of confidence that our lives and the life of our adult daughter will not be subjected to monetary concerns that could have been prevented. We feel free to live as we wish and to engage in the activities and experiences that give us maximal pleasure, free of worry that we will regret doing those things. His blend of financial wisdom as it relates to our specific circumstances, kindness, patience, and caring simply cannot be beat, and we are grateful every day that he came into our lives.

Review 2 (2023-03-14 - Rating: 5)
If you are looking for top notch financial and wealth services firm, I whole-heartedly recommend the Genesis Wealth Management team in Austin, Texas. They are an independent financial advisor firm with a team of advisors with over 70 years of experience. For my family, our financial advisor is Trammell Cooper. Trammells greatest strength is communication and patience ... and hes a great listener! He made my wife feel at ease to ask any questions we had and to help us create a financial plan that made sense with our goals and our budget! Everyone weve worked with at Genesis has been beyond stellar. They really treat you like family!