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Geneos Wealth Management, Inc.
       
 
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Geneos Wealth Management, Inc.
 
 
Mission statement: 

To foster a culture of caring and responsive service in a boutique setting that attracts and retains an exclusive corps of financial entrepreneurs supported by an experienced home office staff dedicated to their success.
Overview: 

At Geneos we strive to create a family oriented atmosphere in which everyone works together to achieve the goals of every advisor that associates themselves with us.  All of our back office employees know every advisor on a first name basis and truly care about their success. In order to maintain our culture and flexibility, we have made the decision to cap our growth at 500 advisors.  Our goal has never been to take on just anyone.  This is a long term relationship for both sides and when recruiting new advisors we make sure it is a great fit both on a business level and on a personal level as well.  Currently, we have approximately 220 financial advisors that average $315,000 in gross dealer concessions.

At Geneos we strive to create a family oriented atmosphere in which everyone works together to achieve the goals of every advisor that associates themselves with us.  All of our back office employees know every advisor on a first name basis and truly care about their success. In order to maintain our culture and flexibility, we have made the decision to cap our growth at 500 advisors.  Our goal has never been to take on just anyone.  This is a long term relationship for both sides and when recruiting new advisors we make sure it is a great fit both on a business level and on a personal level as well.  Currently, we have approximately 220 financial advisors that average $315,000 in gross dealer concessions.
Vision: 

To be the broker/dealer of choice for highly successful independent financial advisors and the last firm they will ever need.
History: 

Geneos Wealth Management was founded on the belief that bigger isn’t always better. In 2002 the founders Russ & George Diachok saw an opportunity to create a unique home in the independent broker dealer marketplace. An idea was born to create an environment where personal relationships, flexibility in service and advisor ownership were the top priorities. A team of highly skilled industry veterans and quality employees was constructed to build a firm where the advisor was not only the client but also a friend with a shared vision for success.

Geneos was born on these guiding principals with a clear vision to build the firm slowly and sensibly to a maximum advisor count of 500. By putting a cap on our ultimate growth we forced ourselves from day one to be diligent and selective in choosing the advisors that would affiliate with us.

This approach has served us well in creating a boutique environment that we feel is the perfect destination for elite advisors. Since our inception we have been very successful in maintaining these principals and this has led us to have one of the highest per advisor GDC averages in the industry at over $315k.
Toll Free:  +1 888 812 5043


 
 
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Ascent Limited
Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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