Business Details
33 Years
experience
Personalized Wealth Management Services in Braintree
Since 1993, Genesis Wealth Advisors has dedicated itself to transforming the financial futures of individuals and families. Our approach transcends conventional portfolio management, focusing instead on aligning financial strategies with personal values and life goals. With decades of combined experience, our team specializes in crafting comprehensive plans that address retirement, education funding, estate planning, and intergenerational wealth transfer. We prioritize deep client relationships, leveraging our expertise in dynamic portfolio management and strategic alliances with institutional custodians to deliver personalized solutions.Our commitment to continuous innovation ensures clients receive tailored guidance through evolving market conditions while maintaining transparency and ethical standards. By integrating business planning with personal wealth objectives, we empower clients to build lasting legacies while navigating complex financial landscapes with confidence.
Services
Wealth Management
Retirement Planning
Estate Planning
College Savings
Investment Advising
Elder Care Planning
Business Planning
Details
- Year established: 1993
Highlights and features
- We offer over 30 years of experience in personalized wealth management
- Our unique approach combines institutional-grade resources with individualized attention
- Specialized expertise in retirement, estate, and business succession planning
- Direct access to leadership team members for high-net-worth clients
- Proven methodology for navigating volatile market conditions
Services
Wealth Management
Our wealth management services integrate investment advisory with comprehensive financial planning. We develop customized strategies addressing asset allocation, risk management, and long-term wealth preservation. By combining institutional-grade resources with personalized guidance, we help clients navigate complex financial decisions while maintaining focus on their unique life objectives and legacy goals.
Retirement Planning
Specialized retirement planning services focus on creating sustainable income streams and tax-efficient withdrawal strategies. We help clients transition from accumulation to distribution phase while mitigating longevity risks. Our approach incorporates market volatility considerations and evolving healthcare costs to ensure financial security throughout retirement years.
Estate Planning
Comprehensive estate planning services coordinate with legal professionals to implement trusts, charitable giving strategies, and intergenerational wealth transfer plans. We focus on asset protection, tax minimization, and ensuring client wishes are executed through coordinated legal and financial frameworks.
Business Planning
Business planning services address succession strategies, buy-sell agreements, and intergenerational transfers. We help business owners integrate personal wealth objectives with corporate continuity plans, ensuring smooth transitions while preserving family legacies and minimizing tax implications.
College Savings
Our college savings strategies focus on disciplined investment approaches for education funding. We help families navigate 529 plans, custodial accounts, and financial aid optimization while balancing competing financial priorities through structured, long-term savings frameworks.
People
Paul Stone
CEO
Certified Financial Planner with over 20 years of experience specializing in estate and business planning. Graduated from Bridgewater State College with business management degree. Focuses on comprehensive wealth solutions for high-net-worth clients.
Dan Duval
President
President and compliance officer with 15+ years at Genesis. Specializes in wealth management solutions and portfolio strategy. Holds environmental science degree from University of Massachusetts. Oversees daily operations and client service standards.
Nick de Peyster
Chief Investment Officer
Managing director and CIO since 2011. Directs firm-wide investment strategy and portfolio management. Brings institutional investment expertise to client portfolios while maintaining focus on risk-adjusted returns and market dynamics.
Paul Duval
Founder
Founder with 30+ years of industry experience. Served as president until 2025, now provides strategic guidance. Established firm's client-centric philosophy and long-term wealth management approach based on multi-generational planning.
Adrian Baldeon
Wealth Manager
Wealth manager focusing on comprehensive financial strategies. Helps clients align financial decisions with personal values and life goals. Specializes in creating customized wealth plans that integrate investment management with long-term objectives.
Questions
What services does Genesis Wealth Advisors offer?
We provide wealth management, retirement planning, estate strategies, college savings plans, business succession planning, and investment advisory services tailored to individual client needs.
How does your investment approach differ from others?
Our Genesis Dynamic Portfolio Management focuses on customized strategies balancing risk and reward based on individual client profiles rather than generic market benchmarks.
Do you work with out-of-state clients?
While based in Massachusetts, we serve clients nationwide through virtual consultations and coordinated custodial relationships with major financial institutions.
How are your financial advisors compensated?
We operate on a fee-based structure with transparent pricing. Compensation details are fully disclosed during initial consultations to ensure complete transparency.
Can you help with business owner financial planning?
Yes, we specialize in integrating business succession planning with personal wealth management, addressing buy-sell agreements, intergenerational transfers, and corporate continuity strategies.
What experience do your advisors have?
Our team includes Certified Financial Planners with decades of combined experience, supported by institutional investment expertise and specialized training in complex wealth management scenarios.
