Geneva Partners LLC is an asset management firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow and preserve our clients' wealth by our three areas of distinction: through our money management expertise, our rigorous research, and our unprecedented level of personal care and attention to clients.

Our Firm provides both traditional brokerage services and comprehensive, fee-based wealth management services to high net-worth clients. We utilize a team approach in analyzing and planning a client’s investment portfolio, cash flow, income taxes, and retirement. Recommendations are based solely on our clients’ specific needs, circumstances, and goals. The firm and its principals are registered with the Financial Industry Regulation Authority (FINRA). The principals have more than forty years’ of planning and investment experience.