Tailored plans, clear guidance, secure futures.
Genesis Wealth Management is a San Antonio financial consultant known for personalized planning. Jon Thompson and the team tailor plans for individuals and families, taking time to keep clients informed. They’re praised for retirement guidance, thoughtful listening, and clear recommendations addressing questions and goals. Clients report performance above benchmarks and dependable solutions.
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17806 I-10 suite 120, San Antonio, TX 78257, USA
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Custom-tailored financial strategies designed to meet your unique goals and family needs.
Comprehensive retirement solutions to secure your future and achieve long-term financial stability.
Expert management of investments aimed at outperforming benchmarks and growing your wealth.
Proactive recommendations and solutions to enhance your financial performance and address concerns.
Focused planning to protect and secure your family's financial future with attentive guidance.
Overall rating
Theresa Klar
My Genesis financial manager does a fantastic job! He not only manages my performance above the relevant benchmarks, but also helps me with questions often before I ask them. I have and will continue to refer friends and families to Genesis!
Julie Klumpyan
I highly recommend Jon Thompson of Genesis/LPL Financial. He has been helping me plan for my retirement for several years. He’s smart, kind, a great listener and makes recommendations based on his knowledge while working with my concerns and leanings in order to meet my financial goals for retirement.
Ken Rosen
The Genesis Wealth Management team is second to none! Jon Thompson and his associates are completely focused on ensuring your financial plan is tailored to you and your family. He takes the time and attention needed to ensure you are thoroughly informed. I highly recommend Jon Thompson and the Genesis Wealth Management team to secure your financial future.
James Miller
These guys cover it all when it comes to personalized financial planning. Jon’s great at making himself available, taking all questions, and providing solutions.
