Genova’s primary solution for our clients is to help them learn how to ‘Think like an owner” and reap the rewards of the opportunities created by owning successful companies.
What kind of owner are you?
Freedom seekers
Financial independents
Those sharing their wealth
Those making a transition
I’m a freedom seeker, accumulating wealth and seeking financial independence. Learn More
I’m financially independent and want to maintain it. Learn More
I am looking to share my wealth with family or my community. Learn More
My life is in transition – I’m navigating big changes like business succession, retirement, or divorce. Learn More
Freedom seekers
Financial independents
I’m a freedom seeker, accumulating wealth and seeking financial independence. Learn More
I’m financially independent and want to maintain it. Learn More
Those sharing their wealth
Those making a transition
I am looking to share my wealth with family or my community. Learn More
My life is in transition – I’m navigating big changes like business succession, retirement, or divorce. Learn More
We do what’s right for you
Our approach is to make you a direct owner in shares of successful businesses, hand crafting a portfolio that meets your specific needs, now and in the future. Our goal when managing your portfolio is to achieve three key objectives:
- Ensure you have the cash you need when you need it
- Grow your wealth by directly investing in successful businesses
- Help you to understand and feel good about your investments
Our team
Genova is an independent investment boutique, owned and operated by a family of financial professionals. We are a multigenerational firm committed to you and your family for the long term.