GENESIS WEALTH MANAGEMENT, INC.
CORAL GABLES, FLORIDA

As an independent Registered Investment Advisor, held to the strictest fiduciary standards, we can offer our clients access to institutional quality investment management that can effectively and efficiently help them gain optimum exposure to the financial markets. We have partnered with Dimensional Funds Advisor, a top tier institutional investment firm, whose investment methodology is rooted in the sound academic principles and practices formulated by four Nobel Laureates. We invite you to learn more about Genesis Wealth Management and the uncommon advisory experience it offers. Contact (214) 550-1394 or Genesis Wealth Management was created to offer individuals, families and business owners an independent, unbiased alternative to the over-sized brokerage firms for a more personalized and conflict-free advisory relationship. Our firm was established on the fundamental principle that our clients should have access to high quality financial instruments and advice at a reasonable cost, which is why we operate as a fee-only advisor with the highest degree of transparency. For more than 20 years, Mario Yngerto has followed his passion for helping individuals, families and business owners realize their financial dreams. He started Genesis Wealth Management as an independent Registered Investment Advisor (RIA) in order to put his clients first in a conflict-free relationship while offering the broadest range of low cost financial solutions. Genesis Wealth Management, Inc is located in the Miami Coral Gables area. While Mario is a Financial Planner in the Miami Coral Gables area, he also serves clients nationwide. The CPWA® marks identify those individuals who have met the experience requirements, have successfully completed coursework in advanced wealth management strategies and applied concepts at The University of Chicago Booth School of Business, and have passed a comprehensive examination covering the following areas: advanced tax planning, asset protection, executive compensation plans, stock options, tax-efficient portfolios, business planning, retirement planning, charitable planning, and estate planning. CPWA® licensees must also agree to meet ongoing continuing education requirements, uphold IMCA’s Code of Professional Responsibility, and adhere to the Rules and Guidelines for the use of the Marks. A firm believer in client education and financial literacy, Mario speaks to various groups with an emphasis on his specialties – retirement and investment planning. In partnership with the CFP® Board of Standards and the DFW FPA, Mario has produced a DVD on financial literacy for Hispanics. Genesis Wealth Management was created to offer individuals, families and business owners an independent, unbiased alternative to the over-sized brokerage firms for a more personalized and conflict-free advisory relationship. Our firm was established on the fundamental principle that our clients should have access to high quality financial instruments and advice at a reasonable cost, which is why we operate as a fee-only advisor with the highest degree of transparency. With extensive and diverse experience in the financial services industry spanning over 23 years, John helps clients understand where they are currently, where they want to end up, and collaboratively works with them to help achieve their goals. John educates clients in a non-threatening consultative manner utilizing a fee-only approach, always placing the client’s interest first. Genesis Wealth Management was created to offer individuals, families and business owners an independent, unbiased alternative to the over-sized brokerage firms for a more personalized and conflict-free advisory relationship. Our firm was established on the fundamental principle that our clients should have access to high quality financial instruments and advice at a reasonable cost, which is why we operate as a fee-only advisor with the highest degree of transparency. Dimensional Fund Advisors (DFA) is an investment advisor registered with the Securities and Exchange Commission. Genesis Wealth Management, Inc. utilizes DFA funds to construct well diversified structured portfolio's which provide global access to capital markets. We believe in their scientific approach to investing which encompasses the idea that capital markets work, they are efficient, and structure or asset mix determines most of the performance in a diversified portfolio. Please visit their library which provides a convenient online resource for deep and detailed views on capital markets and investing. Genesis Wealth Management was created to offer individuals, families and business owners an independent, unbiased alternative to the over-sized brokerage firms for a more personalized and conflict-free advisory relationship. Our firm was established on the fundamental principle that our clients should have access to high quality financial instruments and advice at a reasonable cost, which is why we operate as a fee-only advisor with the highest degree of transparency. With over $300 billion in assets (as of 2013), DFA has been built on the fundamental principle of improving efficiencies for their institutional and individual investors. The time-tested theories and methodologies employed by DFA forms the foundation of Genesis Wealth Management’s approach to portfolio construction; and the results over the years have confirmed their soundness and practical wisdom. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Genesis Wealth Management, Inc is an Investment Advisor. Advisory services are only offered to clients or prospective clients where Genesis Wealth Management, Inc. is properly licensed or exempt from licensure. This website is solely for informational purposes only. No advice may be rendered by Genesis Wealth Management, Inc. unless a client service agreement is in place. Genesis Wealth Management was created to offer individuals, families and business owners an independent, unbiased alternative to the over-sized brokerage firms for a more personalized and conflict-free advisory relationship. Our firm was established on the fundamental principle that our clients should have access to high quality financial instruments and advice at a reasonable cost, which is why we operate as a fee-only advisor with the highest degree of transparency.