What kind of owner are you

Genova’s primary solution for our clients at all stages of life is to help them learn how to “think like an owner” and reap the rewards of the opportunities created by owning successful companies.

When prospective Genova clients first meet with us, their portfolios quite often: are not performing to expectations; are scattered in various places; and/or do not have an asset management strategy. Often clients are looking to gain clarity around their finances and financial goals. We help them address these issues through our Life Compass process.

Click below to learn more about how we helped clients proper.

family

Freedom seekers

dancing

Financial independents

old

Those sharing their wealth

mom

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

family

Freedom seekers

dancing

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

old

Those sharing their wealth

mom

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