Genesis Wealth Advisor Group launches virtual family office for everyday clients

By AI, Created 9:55 AM UTC, May 20, 2026, /AGP/ – Genesis Wealth Advisor Group has introduced a coordinated planning model that it says brings family-office-style oversight to families, retirees and business owners in select states. The new service is aimed at clients facing complex transitions such as retirement, inheritance or a business sale, where coordination across financial disciplines can matter as much as investment returns.

Why it matters: - Genesis Wealth Advisor Group is expanding a family-office model that has typically been limited to clients with $5 million or more in investable assets. - The offering is designed to give everyday families access to coordinated planning across retirement, tax, estate, business and protection strategies. - The firm is positioning the service around behavioral finance, which matters because emotional decision-making can derail even technically sound financial plans.

What happened: - Genesis Wealth Advisor Group, LLC announced the formal launch of its Genesis Premier Virtual Family Office™ on May 4, 2026. - The firm is based in Marlton, New Jersey, and is led by founder Scott E. Jones, BFA™ CPFA® CRPC® RFC®. - The service is described as a comprehensive planning model that combines retirement income planning, behavioral finance coaching, estate and legacy planning, tax-efficient strategies, business planning and protection planning. - The firm says the model is available to working families, retirees, business owners and pre-retirees in select states.

The details: - The Genesis Premier Virtual Family Office™ is built to coordinate advice across multiple disciplines under one fiduciary relationship. - The model is meant to reduce the disconnect that can happen when separate professionals handle investments, taxes, legal planning and insurance without a shared perspective. - Genesis Wealth Advisor Group says the approach is rooted in behavioral finance and is intended to help clients stay on plan during market volatility and major life transitions. - The firm says the service is especially relevant for clients dealing with a business sale, inheritance, early retirement, career change or the shift from accumulation to retirement income distribution. - Genesis Wealth Advisor Group serves clients in New Jersey, New York, California, Pennsylvania, Delaware, Florida, Kentucky, North Carolina, Texas and Virginia. - The firm’s office is at Five Greentree Centre, 525 Route 73 North, Suite 104, Marlton, NJ 08053. - More information is available at the company’s website.

Between the lines: - The launch reflects a broader push to make higher-touch planning feel more accessible without the traditional asset minimums attached to family office services. - Jones framed the value proposition around coordination rather than picking a better investment, suggesting the firm sees process and communication as the main sources of client success or failure. - The behavioral finance angle signals that Genesis Wealth Advisor Group wants to differentiate itself from firms that focus mainly on portfolio construction.

What’s next: - Genesis Wealth Advisor Group is likely to market the new model to households navigating complex financial transitions. - The firm’s expansion across multiple states suggests the service is intended to support a broader client base through a virtual delivery model. - Genesis Wealth Advisor Group will continue offering securities and investment advisory services through Osaic Wealth, Inc., a member of FINRA/SIPC.