Genrock Wealth Management
GenRock Wealth Management LLC, formerly known as Close Financial Services, was founded in October 2006 by Stephen Close with the vision of providing financial solutions for individuals and privately held companies. The firm, which rebranded in November 2024, specializes in areas such as personal financial planning, retirement planning, estate planning, and company benefits like 401(k) plans and insurance.
With a commitment to helping clients build generational wealth on a solid foundation, GenRock Wealth Management is dedicated to creating tailored financial strategies that address the unique goals and challenges of their clients. Anaii Salazar joined the team in August 2023, further enhancing their capability to deliver comprehensive financial planning services.
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