Genesis Wealth Management, LLC.

Genesis Wealth Management, LLC. Securing Your Wealth, Strengthening Your Trust At Genesis Wealth Management, we're dedicated to helping you achieve your financial goals. Member FINRA/SIPC.

Whether you're looking to build wealth, protect your family's future, or safeguard your assets for generations to come, our team of experienced Wealth Managers is here to guide you every step of the way. Visit our website at https://www.genesiswealthtx.com/

Securities and advisory services offered through LPL Financial, a registered investment advisor. The LPL Financial Registered Representatives

associated with this site may only discuss and/or transact securities business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Not all growth happens behind a desk.Last week, Heidi Malone attended the Women’s Luncheon at the LPL Financial Masters ...
03/30/2026

Not all growth happens behind a desk.

Last week, Heidi Malone attended the Women’s Luncheon at the LPL Financial Masters Conference—a room filled with women who are doing the work and leading the way in this space.

What stood out most wasn’t just the networking—it was the honesty.

Real conversations about challenges, leadership, and what it actually takes to grow in a competitive industry.

That kind of perspective is hard to replicate in a typical workweek—and it’s exactly what sharpens decision-making and strengthens leadership back at the office.

It’s experiences like this that translate into stronger leadership and better outcomes for the clients we serve.

There’s real value in stepping away from the day-to-day to sharpen your edge.Last week, Jon and Heidi attended the LPL F...
03/26/2026

There’s real value in stepping away from the day-to-day to sharpen your edge.

Last week, Jon and Heidi attended the LPL Financial Masters Conference—an opportunity to connect with peers, exchange ideas, and focus on what’s next. 🤝🎯

One thing is clear: growth doesn’t happen by accident. It takes intention. 💡

From strengthening our skill sets to exploring LPL’s latest efficiency improvements, we’re bringing back practical strategies that will directly enhance how we serve our clients and operate as a firm.

Because staying current is important—but staying ahead is even better.

We’re grateful to be part of a team that prioritizes continuous improvement.

A new chapter—built with intention.Genesis Wealth Management, LLC. is proud to announce our new office at The Éilan in S...
03/25/2026

A new chapter—built with intention.

Genesis Wealth Management, LLC. is proud to announce our new office at The Éilan in San Antonio—a move that reflects both where we are today and where we’re headed next.

This isn’t just about a change in location. It’s about raising the standard.

At The Éilan, we’ve created an environment designed to:

• Deliver an elevated client-first experience
• Foster stronger collaboration across our team
• Support the continued growth of our advisors and firm

Every detail of this space was intentional—because how we show up matters.

To our clients, partners, and team—thank you for being part of what we’re building. We’re just getting started!

If you’re in the area, we’d love to welcome you in.

17806 I-10 West
Promenade I, Ste. 120
https://maps.app.goo.gl/R3EAcKiqyWaUoyPt6

We’re proud to partner with Inside 9 Golf & Social Club as an official Bay Sponsor!Strong partnerships matter to us, and...
02/18/2026

We’re proud to partner with Inside 9 Golf & Social Club as an official Bay Sponsor!

Strong partnerships matter to us, and we’re excited to team up with a local business that shares our commitment to excellence, community, and creating great experiences. Whether you’re stopping by to enjoy the bays or planning for your financial future, we’re always here as a resource.

If you’re out at Inside 9, be sure to swing by our bay!

https://www.instagram.com/reel/DUqspttk8Re/?igsh=bnNqd2VmYXp4dWQ2

🎉 Join us in welcoming Richard Rose to Genesis Wealth Management! 🎉We’re excited to welcome Richard Rose, CFP®, to our t...
01/30/2026

🎉 Join us in welcoming Richard Rose to Genesis Wealth Management! 🎉

We’re excited to welcome Richard Rose, CFP®, to our team as an Executive Wealth Manager.

Richard brings over 20 years of experience helping clients navigate investments, retirement, and long-term financial planning, along with 25 years at USAA serving high-net-worth families. His client-first approach and disciplined planning philosophy make him a great fit for our firm.

We’re thrilled to have him on board—help us give Richard a warm welcome! 👋

👍 ❤️ 👏

🎄 Celebrating the Season with Our Admin Team 🎄This group is the backbone of Genesis Wealth Management—the problem-solver...
12/26/2025

🎄 Celebrating the Season with Our Admin Team 🎄

This group is the backbone of Genesis Wealth Management—the problem-solvers, organizers, and steady hands that keep everything running day in and day out. Their dedication, teamwork, and attention to detail don’t just support the firm… they drive it.

We’re incredibly grateful for this team and proud of the culture they help build every single day.

Wishing our clients, partners, and colleagues a joyful holiday season and a strong, successful start to the New Year. 🎁✨








Our Tampa team knocked it out of the park for the 4th Annual Family Day on November 15th — and what a day! 🌇✨A gorgeous ...
11/20/2025

Our Tampa team knocked it out of the park for the 4th Annual Family Day on November 15th — and what a day! 🌇✨

A gorgeous rooftop, the Tampa skyline, and a room full of colleagues, clients, and long-time partners made it a night to remember. These are the moments that fuel our culture, strengthen our relationships, and remind us why we love what we do.

A huge shoutout to our Wealth Managers — Jereme Brisco, Zehra Cander, Robert Ford, and Adam Iosue — for hosting the event and leading the way with their dedication and support. Their leadership continues to set the tone for who we are.

Here’s to another year of growth, connection, and unforgettable experiences. Already counting down to next year!

Honored to See Our Own Heidi Malone Inspiring the Next Generation! 💫Last week, Strauss Middle School welcomed Heidi Malo...
11/12/2025

Honored to See Our Own Heidi Malone Inspiring the Next Generation! 💫

Last week, Strauss Middle School welcomed Heidi Malone as a guest speaker for their IT² (Innovative Thinking & Technology) program!

Heidi shared her insights on leadership, financial literacy, and the importance of building confidence and curiosity in young minds — inspiring students to think big about their futures.

We’re proud to see Heidi representing Genesis Wealth Management in the community and empowering the next generation of leaders to dream boldly and act with purpose.

Genesis Wealth Management Women proudly sponsored and attended the 2025 Women in Medicine and Law Pink Party in San Anto...
10/29/2025

Genesis Wealth Management Women proudly sponsored and attended the 2025 Women in Medicine and Law Pink Party in San Antonio, TX, to support ThriveWell Cancer Foundation’s DIVA Program. 🩷

This inspiring event unites women in medicine, law, and beyond for an evening of philanthropy, fellowship, and fun, raising funds to empower breast cancer patients and survivors through nutrition and exercise programs. Since 2004, this grassroots organization has raised over $3 million for breast cancer research and support, with all Pink Party proceeds directly aiding local survivors. Let’s make a difference together! 💪💫

Address

17806 IH-10 West/Suite 120
San Antonio, TX
78257

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12106869000

Website

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