Genesee Investments is an employee-owned and independently operated wealth management firm based in Bellevue, WA. With over 25 years of experience, they specialize in providing personalized financial planning, investment advisory, tax, estate planning, and insurance solutions to high-net-worth clients. As fiduciaries, their advisors prioritize the interests of their clients and strive to offer transparent and objective advice, guiding them through the complexities of wealth management to achieve their financial and lifestyle goals.
Genesee Investments takes pride in their commitment to their clients, recognizing the trust placed in them to guide their families. They have a strong track record of serving their clients and helping them reach their goals, whether it's purchasing a dream home, funding education, or early retirement. With recent mergers with Seidman Capital Group and Hersman Serles Almond, Genesee Investments continues to expand their capabilities and expertise, ensuring they can provide comprehensive wealth management services to their clients for years to come.
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