Genesis Wealth Management, LLC.

10/05/2026

10/05/2026

Ten years in, and we still have plenty to celebrate. 🥂

Our Genesis Wealth Management team and business partners gathered at Roca & Ma****lo for an evening of good food, familiar faces, and the kind of laughter that makes you linger a little longer.

It was a chance to put the workday aside, enjoy each other’s company, and appreciate the people who have helped shape Genesis over the past decade.

To our founders, employees, and business partners: thank you for giving us so much to celebrate. And to our clients: thank you for the trust that gives our work its purpose.

Enjoy a few favorite moments from the evening. Here’s to 10 years, and more memories ahead! 💚

08/21/2026

Meet Riley and Emily, our outstanding summer interns! 🌞 They brought energy and a fresh perspective to our team. Thanks for joining us, and we wish you continued success! 💼

08/21/2026

Work trip? Yes. All work? Not quite. ⚾️⛱️⚓😎

The Genesis team made the most of our time in San Diego, from full days at LPL Focus 2026 to a Padres game and an unforgettable evening aboard the USS Midway.

What doesn’t fit into one Reel? The spontaneous conversations, shared laughs and team moments that made the week truly memorable.

We came home with plenty of new ideas and far more photos than we could fit here!

07/20/2026

The Genesis office welcomed a few very special guests for Bring Your Kids to Work Day!

Michael Dubensky, Heidi Malone and Gerald Reyes brought their kids in for Bring Your Kids to Work Day, and they definitely made the workday more fun!

We loved having them visit, meet the team and see where their parents spend part of their day. Thanks for joining us, kids!

What did you want to be when you grew up?

07/17/2026

Today, Genesis Wealth Management celebrates 10 years. 🌱🌳🌿

In 2016, three former USAA senior wealth managers founded Genesis with a shared belief: families deserve thoughtful financial guidance built on trust, honest communication and lasting relationships.

Over the past decade, Genesis has grown from three founders to a team of 33 professionals, including 20 CFPs®, serving clients across the United States. Much has changed, but our purpose remains the same: helping families plan confidently for today, tomorrow and generations to come.

This milestone belongs to everyone who has been part of our journey. To our clients, team members, families, friends and business partners, thank you for your confidence, your support and the relationships we have built together.

We are proud of the first 10 years and excited about what comes next.

Here’s to the next decade. 🥂

Wealth Planning for Life™

07/17/2026

Big thanks to Genesis Wealth Management for being part of the Inside 9 community as one of our Bay Sponsors! ⛳
Whether it’s planning for retirement, growing investments, or helping families and business owners prepare for the future, their team is all about building confidence through smart financial strategy and long-term relationships.
We’re proud to partner with businesses that value trust, consistency, and helping people succeed — both on and off the course.
Be sure to check out their bay next time you’re in the club, and show some love to a great local team serving the Hill Country community.

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.

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.

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