Wealth Management


  • Living Trusts
    You can specify precisely how your assets are to be managed throughout your life. A living trust is a vehicle that allows you to have peace of mind and to know that your personal and financial objectives will be met.
  • Testamentary Trusts
    Accomplish long-term fulfillment of your wishes through a testamentary trust.
  • Retirement Planning
    Maximize your returns on your retirement fund with expert guidance. Business owners can bring expertise into their businesses to offer their employees a secure future.
  • Investing
    As your financial partner, GenoaFinancial can help you assess your financial situation and provide guidance in your investment decisions.

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