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Genesis Wealth Management, LLC.

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United States
San Antonio, TX
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.

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

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

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! 👋

👍 ❤️ 👏

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

https://www.genesiswealthtx.com/, https://www.linkedin.com/company/genesis-wealth-management-llc

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