What We Do

Integrated approach.

Our integrated approach to wealth management bridges the gaps among services provided by professionals and ‘building blocks’ of the financial world. Our highly experienced and inter-disciplinary team allows Genbridge to oversee all work done to ensure that each element, or ‘building block’, fits in with the ‘big picture’ plan. If one of these ‘building blocks’ is not properly integrated in the planning process, or lack of communication hinders integration, the structural integrity of the bridge is impaired. It is this simple:


Genbridge can help you with:

  1. Management
  2. Consultation
  3. Referrals

Genbridge can help you directly by providing you with our financial management services. We provide strategic, management and administrative services. Our involvement level varies from individual to individual.  We provide customized combinations of services on a case-by-case basis, because each person or family has its own specific needs.

Simple process, great results.

Our process consists of three steps- discovery and planning, implementation and maintenance. The time frame for each step can vary depending on the case:


Professional consulting.

We also provide consultation services to individuals and families. This encompasses a large number of different projects and services. For example, Genbridge can help you build your own personal family office, gather a team of advisors or provide you with a plan that we can help you implement. There is a wide range of services that we can provide to you. We welcome the opportunity to chat with you about your needs and how we may help.

The help you need.

Last, but not least, if Genbridge is not the place for you, we would be more than happy to assist you in finding a professional or business that can best meet your needs.  Genbridge has worked with many qualified and experienced professionals and we would be pleased to refer you to any number of them that could potentially help you in your endeavors.  We have had positive feedback in the past, in regards to our referrals and placements, and we would be glad to do the same for you.

Meet the team