Delivering Comprehensive Financial Solutions Through:
Valuable Experience
When you choose our firm, you benefit from obtaining comprehensive advice from a team of highly-qualified professionals with backgrounds in accounting, financial planning, and portfolio management. We have guided clients and managed investment portfolios through some of the most challenging times in U.S. history. As a team, we have more than 100 years of combined asset management experience.
Independence & Objectivity
As an SEC registered investment advisory firm, we deliver objective, unbiased recommendations to our clients. While some companies recommend investment products that are manufactured by parent or subsidiary business entities, we have no such ties. We represent our clients and their interests, rather than any specific company. We work for you.
A Personal Profile, A Balanced Portfolio
Every investor’s profile is unique. Geneva Partners works with each client to develop a portfolio that is tailored to them, using a combination of stocks, bonds, exchange-traded funds, and cash to meet their various, personal needs.
If you are looking to partner with an experienced team who is fully dedicated to the growth and preservation of your wealth, we welcome you to contact us to get the conversation started.
Helpful Content
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
What's So Great About a Rollover?
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Conquering Retirement Challenges for Women
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Where Will Your Retirement Money Come From?
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Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
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Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.