Build Your Financial Future with Confidence
Professional financial services for working families. From term life insurance to investment planning, we help you protect what matters most and build lasting wealth.
Quick Financial Health Check
Comprehensive Financial Services
From protection to wealth building, we offer the financial solutions working families need to secure their future.
Term Life Insurance
Affordable protection for your family's financial security. Buy term and invest the difference.
Learn MoreInvestment Services
Build wealth with mutual funds and retirement planning strategies that work for working families.
Learn MoreFinancial Coaching
Personal guidance to help you manage money, eliminate debt, and achieve your financial goals.
Learn MoreDebt Solutions
Proven strategies to become debt-free faster using debt elimination and budgeting techniques.
Learn MoreWhy Working Families Choose Genius Wealth Management
Buy Term and Invest the Difference
We believe in affordable term life insurance paired with smart investing, not expensive whole life policies.
Proven Debt Elimination
Our clients eliminate debt 2-4 times faster using our systematic approach to debt stacking and budgeting.
Accessible Investment Planning
Start building wealth with as little as $25/month through our mutual fund and retirement planning programs.
Personal Financial Education
We teach you how money works so you can make informed decisions for your family's financial future.
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What Our Clients Say
Real stories from working families who transformed their financial future
"Genius Wealth Management helped me understand why term life insurance was the right choice for my young family. Their 'buy term and invest the difference' approach made so much sense."
Sarah Johnson
Denver, CO
Term Life Insurance
"I was drowning in credit card debt. Their debt elimination strategy helped me pay off $45,000 in just 3 years. I'm finally building wealth instead of just paying bills."
Michael Chen
Austin, TX
Debt Solutions
"As a working professional, I needed investment guidance that fit my budget. They showed me how to start investing with as little as $25/month."
Jennifer Martinez
Phoenix, AZ
Investment Services
Ready to Build Your Financial Future?
Take the first step toward financial freedom. Get your free consultation and personalized financial plan today.