Broker Check
<strong>About Us</strong>

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. Our advisors have managed investment portfolios through some of the most challenging times in history.

<strong>Our Approach</strong>

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 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.

<strong>Our Mission</strong>

Our Mission

Our mission is to collaborate with our clients to establish and achieve financial goals through objective planning and prudent management of their investment assets. With integrity and honesty, we put our clients’ interests first and strive for excellence in every facet of our practice.

<strong>Our Clients</strong>

Our Clients

Our clients expect excellence and are committed to their financial success. They are driven, well-educated, and highly motivated to work with an experienced team of professionals who will help them achieve their goals and simplify their lives.

Have a Question?

Thank you!
Oops!