Business Details
Your Trusted Financial Advisory Partner in Englewood, CO
At Geneos Wealth Management, we serve as the preferred partner for top-tier advisory firms, delivering exceptional, award-winning support that empowers financial advisors to achieve their business vision. With seven-time recognition as Broker-Dealer of the Year by Investment Advisor and consecutive Run Smarter Awards from Laserfiche, our reputation is built on innovation and client-centric solutions. Our cutting-edge technology streamlines workflows while fostering growth, ensuring advisors maintain control over their client relationships and business strategies. We provide unparalleled flexibility through custodial partnerships with industry leaders like Pershing, Fidelity, and Schwab, enabling advisors to operate with independence whether registered under their own RIA or ours. Our collaborative community of successful advisors and experienced home office professionals creates a supportive ecosystem for long-term success.For firms seeking growth or monetization opportunities, our tailored succession and acquisition plans offer strategic pathways aligned with individual goals. Founded on principles of transparency and expertise, we prioritize your independence while equipping you with the tools to help clients reach their financial objectives with minimal friction. Our commitment to excellence is reflected in our ThinkAdvisor Leadership Award and Luminary recognition, solidifying our position as a catalyst for advisor success. Whether you're evaluating your current financial partnership or exploring expansion, Geneos Wealth Management provides the resources and support to elevate your firm's performance and profitability.
Services
Wealth Management
Asset Custody Solutions
Succession Planning
Technology Integration
Advisory Support
Highlights and features
- Seven-time Broker-Dealer of the Year award recipient from Investment Advisor
- Cutting-edge technology designed to streamline advisor workflows
- Freedom to choose custodial partnerships with major providers
- Tailored succession and acquisition planning for business growth
- Collaborative community of successful advisors and experienced professionals
Associations and certifications
- FINRA
- SIPC
Services
Wealth Management
We provide comprehensive wealth management solutions tailored to independent financial advisors. Our platform enables advisors to maintain client relationships while accessing advanced tools and resources. With partnerships across major custodians, we offer flexible solutions that minimize operational friction while maximizing growth potential for both advisors and their clients.
Asset Custody Solutions
Our custodial partnerships with industry leaders like Pershing, Fidelity, and Schwab provide advisors with unparalleled flexibility. This infrastructure allows seamless asset management while maintaining compliance and security standards. Advisors can choose their preferred custodial arrangement, whether operating under their own RIA or our registered investment advisor framework.
Succession Planning
We develop customized succession and acquisition strategies to support business continuity and growth. Our solutions help advisors monetize their practice or expand through strategic acquisitions. These plans are designed to align with individual goals while ensuring smooth transitions that protect client relationships and business value.
Technology Integration
Our cutting-edge technology platform enhances advisor productivity through intuitive, workflow-optimizing tools. The system integrates seamlessly with major custodians and third-party applications while maintaining robust security protocols. This infrastructure supports efficient client management and business operations without compromising user experience.
Advisory Support
We offer comprehensive support services including compliance assistance, practice management tools, and business development resources. Our experienced team provides ongoing guidance to help advisors navigate regulatory requirements and operational challenges. This support framework enables advisors to focus on client relationships while maintaining compliance and operational excellence.
Questions
What services does Geneos Wealth Management offer?
We provide wealth management solutions, custodial partnerships, succession planning, technology integration, and professional support services for independent financial advisors.
Which custodial institutions do you work with?
We partner with major custodians including Pershing, Fidelity, Schwab, and National Financial Services to provide flexible asset management options.
What awards has Geneos received?
We've been recognized seven times as Broker-Dealer of the Year by Investment Advisor and received consecutive Run Smarter Awards from Laserfiche.
How does your technology platform benefit advisors?
Our intuitive system streamlines workflows, enhances productivity, and integrates seamlessly with major custodians while maintaining robust security protocols.
Do you offer business transition assistance?
Yes, we provide customized succession and acquisition planning services to help advisors with practice monetization and business expansion.
