Geneos Wealth Management, Inc.
Geneos Wealth Management Inc., located in Englewood, CO, is recognized as a preferred partner for top-tier advisory firms, boasting a strong reputation with accolades such as the Broker-Dealer of the Year by Investment Advisor and multiple awards for leadership and innovation. The firm prioritizes advisor independence, offering flexible options for asset custody and the opportunity for advisors to maintain ownership of their client relationships while benefiting from collaborative support.
Committed to fostering growth and success, Geneos provides a suite of succession and acquisition plans to help firms enhance performance and profitability. Their emphasis on cutting-edge technology and a supportive community empowers advisors to pursue their business visions while ensuring clients reach their investment goals with minimal friction.
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