From a handful of clients in 2005 to one of the largest independent financial firms in the south, GenWealth has grown because our clients have come to appreciate our simple, personal, straightforward approach. Over the years, our team has grown from 3 to over 40 members located in 6 cities across the region.

We believe that your financial plan should be a living, breathing, and evolving series of decisions customized for you and your family that takes what you’ve earned, accumulated, and saved—no matter what that is—and turns it into a system of income for you to continue to live on for years to come.