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.
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
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