Financial Advisors
San Antonio, TX
Genesis Wealth Management is a leading financial advisory firm in San Antonio specializing in personalized wealth management for affluent families and individuals. Led by a team of CFP®-certified advisors including founders Jereme Brisco and Michael Dubensky, they offer comprehensive services including financial planning, retirement planning, estate planning, investment management, tax planning, and business ownership guidance. As fiduciaries, they prioritize clients' best interests with transparent, flat-rate fees and unbiased recommendations rather than commission-driven products.
Ideal for: Affluent families and high net worth individuals, Business owners, Those with complex tax situations or multi-state assets
Service area: San Antonio, TX and surrounding areas
Fiduciary Commitment: All advisors are CFP® professionals who act as fiduciaries, legally obligated to prioritize client interests above their own. Transparent flat-rate fees with no hidden commissions or incentivized product recommendations.
Specialized Expertise: Team of 9+ CFP®-certified advisors with advanced designations (ChFC®, CLU®, MBA) offering family-office-style solutions for complex financial situations, including multi-jurisdictional tax planning and substantial investment portfolios.
Personalized Approach: Goes beyond generic advice with customized, comprehensive planning that addresses unique goals, risk tolerance, and life circumstances through collaborative relationships and regular quarterly reviews.
Address: 17806 I-10 suite 120, San Antonio, TX 78257
Phone: (210) 686-9000
Website: genesiswealthtx.com
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