MIAMI--(BUSINESS WIRE)--Investacorp, Inc., a national independent broker-dealer and RIA, representing more than 500 independent financial advisors throughout the U.S., welcomes Genesis Wealth Advisor Group, LLC, with offices in Mount Laurel, NJ and Dunedin, FL.
Genesis Wealth Advisor Group is a leading provider of multi-generational wealth management and estate planning services. Using a client-centric approach, the firm’s financial advisors counsel individuals, families and business owners regarding retirement income planning, wealth preservation as well as investment and risk management. They also design financial portfolios that address the individual needs of each client’s goals, values and resources. Succession planning is also available for business owners.
Wealth managers and financial planners comprise the Genesis Wealth Advisor Group team, including the firm’s Founder and Financial Advisor Scott Jones, CRPC®, RFC®, and Partner and Financial Advisor Lynn Smeraldo. Combined, the two possess more than 35 years of financial services experience.
“We’re thrilled with our recent Investacorp affiliation,” said Jones. “We’ve been seeking to retain our autonomy, yet align with a resource partner willing to provide a higher level of service, coupled with a family-like atmosphere. Upon due diligence and a home office visit, it was clear that Investacorp repeatedly goes above and beyond what’s expected, enabling our firm to provide superior financial advice and client service.”
Both Jones and Smeraldo are active within their respective communities, including facilitating community workshops that help educate individual investors regarding social security income planning, retiree cash flow management, 401(k) investment guidance as well as managing trusts and guardianships.
“We’re honored to have Genesis Wealth Advisor Group affiliate with Investacorp,” said Patrick Farrell, President of Investacorp. “The team has an excellent reputation and are deeply passionate about helping investors achieve their financial goals. Their approach to weaving estate planning strategies throughout an individual investor’s financial plan to encompass not only the investor, but also their children and grandchildren, make them a natural fit and extension of our own family philosophy.”
Genesis Wealth Advisor Group Contact Information:
Scott Jones, CRPC®, RFC®, Financial Advisor
New Jersey/Greater
Philadelphia Area
856-283-3959, scott@genesisadvisorgroup.com
3000
Atrium Way, Suite 238, Mount Laurel, NJ 08054
Lynn Smeraldo, Financial Advisor
Dunedin, FL/Greater Tampa Bay Area
727-738-4015,
lsmeraldo@genesisadvisorgroup.com
450
Grant Street, Dunedin, FL 34698
For more information, visit www.genesisadvisorgroup.com.
About Investacorp, Inc.
Investacorp, Inc. is a FINRA registered independent broker-dealer and Investacorp Advisory Services, Inc., a sister company, is an SEC registered RIA. Both firms are headquartered in Miami, Florida. Investacorp delivers an integrated digital platform that enables more than 500 independent financial advisors across the U.S. to provide investment solutions and wealth management advice to individuals, families, businesses and institutions. The boutique broker-dealer offers a family-friendly culture, long-tenured staff and expert personal service. Investacorp advisors are able to choose an affiliation model that best fits their clients’ needs, including independent broker-dealer representative, fee-based only or hybrid RIA. Investacorp also provides large-firm resources, financial stability and multi-generational practice transition expertise. Investacorp, Inc. is wholly-owned by Ladenburg Thalmann Financial Services Inc., (NYSE American: LTS, LTS PrA), which is a publicly-traded diversified financial services company based in Miami, Florida. For more information, visit www.Investacorp.com.