There is no charge for the initial consultation. If we work together, your fee is typically an asset under management charge. This is spelled out in our ADV form. We are a “hybrid firm,” so at rare times there could be a commission charged as well.
We send regular communications about market conditions and updates. We proactively reach out to you on a quarterly basis. We are available by phone, email, and web-based and in-person meetings.
We use Zoom videoconference technology, and we also have physical locations in Dyer, IN and Morrison, IL. Clients can schedule a meeting with their advisor from our team page. We’re also a phone call or email away.
Yes!
We operate a virtual practice with staff serving clients all over the country. Most of our clients get us their needed documents electronically, and enjoy the simplicity of Zoom virtual meetings.
We also have brick-and-mortar offices located in Dyer, IN and Morrison, IL, where clients can meet with us and send paper documents, which our office staff scans for our professionals.
Gineris Wealth Management helps businesses and individuals with wealth and financial needs. These include life insurance, college savings, SIMPLE IRAs, SEP IRAs, 401ks, and defined benefit plans for businesses and individuals.
Gineris Wealth Management does not provide tax advice. However, our partnered firm, Gineris and Associates, helps hundreds of businesses and individuals with tax and accounting needs. You can contact them here.