Geneos Wealth Management
Geneos Wealth Management was founded in 2002 on the belief that bigger isn’t always better. Geneos is an independent broker/dealer with a goal of having no more than 500 financial advisors. The company believes that capping its size allows it to hire only “elite” financial advisors. Geneos is not beholden to a corporate parent or any product manufacturer, which presumably allows it to offer truly independent investment advice.
If you suffered investments losses, please contact us or communicate with a Dimond Kaplan & Rothstein, P.A. attorney at 888-380-6216 or jkaplan@dkrpa.com for a free case evaluation.
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