About Genius Wealth Management
We're a team of licensed financial professionals dedicated to helping working families build wealth through sound financial strategies and education.
Our Mission
To provide working families with the financial education, products, and services they need to achieve financial security and build lasting wealth.
We believe that with the right knowledge and tools, every family can take control of their financial future. That's why we focus on education first, teaching our clients how money works before recommending any products or services.
Our Philosophy
Buy Term and Invest the Difference
Affordable term life insurance paired with smart investing builds more wealth than expensive whole life policies.
Debt Elimination First
Eliminate high-interest debt systematically to free up money for wealth building and financial security.
Start Small, Think Big
Begin investing with as little as $25/month and gradually increase as your income grows.
Education Empowers
Understanding how money works gives you confidence to make the right financial decisions for your family.
Our Core Values
These principles guide everything we do and every recommendation we make.
Protection First
We believe every family needs adequate life insurance protection as the foundation of their financial plan.
Financial Education
We teach our clients how money works so they can make informed decisions for their family's future.
Family-Centered
Everything we do is focused on helping working families achieve their financial goals and dreams.
Goal-Oriented
We help clients set clear financial goals and create actionable plans to achieve them systematically.
Meet Our Team
Licensed professionals with decades of combined experience helping families achieve financial freedom.
John Smith
Senior Financial Representative
John has been helping families achieve financial freedom for over 15 years. He specializes in term life insurance and debt elimination strategies.
Credentials:
- Licensed Life Insurance
- Investment Representative
- 15+ Years Experience
Specialties:
Sarah Williams
Investment Specialist
Sarah focuses on helping working professionals start investing with small amounts and build wealth over time through mutual funds and retirement planning.
Credentials:
- Series 6 Licensed
- Investment Advisor
- 10+ Years Experience
Specialties:
Michael Johnson
Financial Coach
Michael is passionate about teaching families how money works and helping them eliminate debt using proven strategies and budgeting techniques.
Credentials:
- Certified Financial Coach
- Debt Elimination Expert
- 12+ Years Experience
Specialties:
Our Track Record
Real results for real families
Our Story
Genius Wealth Management was founded with a simple belief: every working family deserves access to sound financial guidance and affordable financial products that actually work.
Too often, we saw families struggling with expensive whole life insurance policies they couldn't afford, drowning in high-interest debt, or believing they couldn't start investing because they didn't have thousands of dollars to begin with.
We knew there was a better way. Through our partnership with Primerica, we're able to offer term life insurance that's affordable for working families, investment options that let you start with as little as $25 per month, and proven debt elimination strategies that help families become debt-free in 2-4 years instead of 30.
But most importantly, we focus on education first. We teach our clients how money works, how compound interest can work for them instead of against them, and how to make smart financial decisions that build wealth over time.
Today, we're proud to have helped hundreds of families take control of their financial future. Every success story motivates us to reach more families and make a bigger impact in our community.
Ready to Meet Our Team?
Schedule a free consultation to learn how we can help you build your financial future.