Broker Check

Geneva Partners LLC

(262) 248-1350

About Us

Geneva Partners is a fee-only, SEC Registered Investment Advisory firm that provides investment services and comprehensive financial planning to high-net-worth individuals and businesses. We utilize a team approach in developing a client’s investment portfolio by assessing their long-term objectives − analyzing cash flow needs, income tax liabilities, and retirement goals are part of this process. Together, our advisors have more than 100 years of combined asset management experience, and have managed investment portfolios through some of the most challenging times in history.

Our Approach

Our approach utilizes extensive experience in portfolio management and dedication to meticulous research in fostering the growth and preservation of our clients’ wealth. We also strive to provide our clients with the highest level of personal service and attention. The entire team at Geneva Partners is firmly committed to this approach.

Our Mission

Our mission is to collaborate with our clients to establish and achieve financial goals through objective planning and the management of their investment assets. Our purpose is to help build, manage, and preserve our clients' wealth. With integrity and honesty, we put our clients’ interest first, and strive for excellence in every facet of our practice. Our success is measured not only by performance statistics, but also by our clients’ success in achieving their goals.

Our Clients

Our clients are individuals and businesses that expect excellence and have made a firm commitment to success. They are knowledgeable, well-educated, and are highly motivated to work with an experienced team of professionals to help them achieve their goals and simplify their lives.