GENIE WEALTH PARTNERS

Unleash Your Wealth Potential

At Genie Wealth Partners, we work to transform your financial wishes into reality

From new graduates to people finalizing their estate, Genie Wealth Partners provides the services they need to fuel the future.

600 Third Avenue
NEW YORK, NY 10016

(646) 891-8496
jaret.mittenthal@lpl.com

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We offer a unique blend of timeless insight and innovative solutions, tailored specifically to you.

Comprehensive Financial Assessment: We start with a thorough evaluation of your current financial situation, goals, and risk tolerance.
Customized Strategy Development: Our team crafts a personalized financial plan that combines proven investment methods with forward-thinking strategies, designed to maximize growth while protecting your assets.
Ongoing Optimization: We continuously refine your financial strategy, leveraging both established techniques and emerging opportunities to ensure your plan remains effective in all market conditions.
Transparent Fiduciary Guidance: As independent advisors, we provide clear, unbiased advice always aligned with your best interests.
Educational Partnership: We empower you with knowledge, helping you understand the 'why' behind each recommendation, fostering informed decision-making.