Genesis Wealth Advisor Group, LLC

About Genesis Wealth Advisor Group, LLC

Serving The Financial Planning Needs of New Jersey, and the Greater Philadelphia, PA Communities Genesis Wealth Advisor Group, LLC offers multi-generational wealth management and estate planning services We help individuals, business owners and hard working families to create a far-reaching financial plan One that works not for your lifetime, but also future generations

Wondering if you are on track for your goals?

Access our Free Financial Assessment and see if you are on track for your goals today Getting started is easy Just follow the guided process to enter your info

Common Tax Errors to Avoid

Filing your taxes can be an involved process, and accidental errors can be easy to make Grab this handy guide to get some tips to avoid some common filing errors

Cohesive Team of Wealth Managers & Financial Planners

As a leading Mount Laurel, New Jersey based financial services firm, our mission is to help you grow and preserve wealth, protect assets, generate income and align your financial plan with your values and lifestyle goals Our advisors have been serving our local communities for over 15 years

Plan today, for the security and freedom you desire for tomorrow and for your future generations

Meet Founder & Financial Advisor Scott Jones, a Registered Financial Consultant (RFC®) and Chartered Retirement Planning Counselor (CRPC®) and our team

As financial advisors with an independent business model, we provide recommendations & solutions to our clients which we feel are in the clients best interest Your best interests always come first We apply the fiduciary standard to everything we do

Our first priority is helping you take care of yourself and your family We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success

Primary Retirement & Financial Planning Services:

Retirement accumulation & income planning
Asset management strategies, investment strategies & cash flow considerations during retirement
401(k) investment advice and management for individual participants
Company-sponsored retirement plans such as 401(k), SEP IRA's and SIMPLE IRA's
Planning for incapacity, disability & long-term care
Retirement income tax impact analysis
Social Security income maximization planning
Comprehensive Wealth & Financial Planning