Explore Our Tailored Financial Solutions
At New Genesis Wealth Management, we offer a wide range of services designed to help you achieve financial security and peace of mind. Whether you're looking for life insurance, retirement planning, or asset optimization, our solutions are customized to meet your specific needs. Explore our services today and discover how we can help you build a secure future for you and your family.
Let’s Start Building Your Financial Future
Whether you're looking for life insurance, retirement planning, or ways to optimize your savings, our personalized services are designed to meet your unique needs. Take the first step today!
Indexed Universal Life Insurance
Protect your loved ones while growing your wealth with our life insurance solutions.
Fixed Indexed Annuity (FIA)
Enjoy guaranteed income and protection from market volatility with a strategic annuity plan.
Term Life Insurance
Affordable coverage for a set period, giving your family security when they need it most.
The Team That Cares About Your Future
We’re more than just financial professionals—we’re your dedicated partners in achieving financial security. Our team is committed to putting your needs first, offering personalized solutions that are designed to help you protect and grow your wealth. Learn more about our story, our core values, and the passion behind our mission to empower families like yours to plan for a successful future.
Why Choose Us?
We’re not just about providing financial services—we’re about building lasting relationships with our clients. With a team led by a U.S. Navy veteran and a focus on personalized solutions, we’re committed to helping you achieve lasting financial security.
Expert Financial Guidance
Our team’s expertise in life insurance, retirement planning, and asset optimization ensures that your financial goals are met with tailored solutions that fit your unique needs.
U.S. Navy Veteran-Led
Our founder, Curtis’ deep understanding of how to support individuals and families sets New Genesis Wealth Management apart in the financial services sector.
Personalized Financial Solutions
Our approach is focused on getting to know you, understanding your financial goals, and creating strategies that maximize growth while minimizing risk.
Dedicated to Education
We are passionate about educating our clients on financial literacy—whether it’s explaining how Life Insurance works or helping you navigate retirement planning.
Lasting Financial Security
Through innovative solutions and strategic planning, we work with families to reduce their taxes, increase savings, and provide financial peace of mind for life.
Licensed and Experienced Team
Our team members are licensed professionals, dedicated to maintaining the highest standards of service to our clients. We're here to guide you every step of the way.