GENESIS WEALTH MANAGEMENT, INC.
CORAL GABLES, FLORIDA

Genesis Wealth Management, Inc. is an independent Registered Investment Advisor based in Coral Gables, Florida, known for its commitment to providing institution-quality investment management with a focus on fiduciary responsibility. Established on April 9, 2004, under the Company Type DOMP, Genesis Wealth Management offers a personalized and unbiased advisory experience distinct from large brokerage firms. The firm emphasizes a fee-only structure to ensure transparency and avoid conflicts of interest, enabling access to high-quality financial instruments and advice at reasonable costs. In partnership with Dimensional Fund Advisors (DFA), an investment advisor registered with the Securities and Exchange Commission, Genesis Wealth Management constructs diversified portfolios that offer global market exposure. This collaboration leverages DFA's scientific approach to investing, advocating for efficient capital markets and strategic asset allocation as critical components of portfolio performance. Founded on principles advanced by four Nobel Laureates, DFA’s methodologies underline a philosophy believed in by both DFA and Genesis Wealth Management. Helmed by President Mario Yngerto, who brings over 20 years of experience serving clients across various regions (nationally), the firm is committed to client education and financial literacy. Specializing in areas such as retirement and investment planning, Yngerto actively engages with communities to foster greater understanding of personal finance — notably producing a financial literacy DVD for Hispanic audiences in collaboration with recognized certification bodies. As an adherent to the highest professional standards, the company’s leadership includes CPWA® licensees like John W. Shea (Vice President), ensuring rigorous adherence to advanced wealth management principles. Both Yngerto and Shea champion a consultative, client-first approach across all advisory services, underpinned by ongoing continuing education requirements. Genesis Wealth Management remains regulated as an Investment Advisor, offering services only where properly licensed or exempt from licensure, with its website serving as an informational resource pending a formal client service agreement. The firm’s commitment to transparency and ethical standards positions it as a trusted advisor in the wealth management industry.