WEALTH
MANAGEMENT DEPARTMENT
Genesis
Business Corporation has added its new strategic partnership,
Kornerstone Wealth Management, Inc. to provide Financial Planning,
Investment Management and Insurance Planning services to our
clients.
Bernice
V. Rolle-Lewis, Private Wealth Manager brings over 17 years
of experience in helping others towards securing their financial
future. Genesis and Kornerstone Management will be delighted
to provide referrals if our services do not match your current
needs. Just ask.
Konerstone
Wealth Management is an independent Wealth Management and Planning
firm focused on helping Women in Business, Pre-Retirees, and
Millennial Executives coaching them through financial issues
that arise during important life transitions
Kornerstone
belief is that the success of your financial strategy depends
on building the right foundation - A plan of action tailored
to your unique financial needs following a disciplined consultative
process.
Kornerstone's
mission is to help YOU plan for and create the life YOU want
to live, free from anxiety about money.
Services
Not provided by Kornerstone:
Since the field of Financial Planning has variety of types of
professionals, we have found it helpful to outline specifically
what we do not do as part of our process
Genesis
Business Corporation and Kornerstone Wealth Management will
be delighted to provide referrals if our services do not match
your current needs. Just ask!
Securities
offered through LPL Financial. Member FINRA/SIPC. Investment
advice offered through Kornerstone Wealth Management, Inc. is
a Registered Investment Advisor and separate entity from LPL
Financial.