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GenEra Wealth, LLC is an investment adviser registered in Colorado. Advisory services are offered only to clients or prospective clients with whom GenEra Wealth, LLC has entered into an advisory agreement. This website is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security, nor does it constitute investment, legal, or tax advice. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.

GenEra Wealth, LLC is owned by affiliated holding companies. Ownership and affiliate relationships are described in our Form ADV. It is a registered investment adviser offering advisory services in Colorado, providing investment advisory services, financial planning, and wealth management to individuals and businesses. Investment advisory services are offered only to clients or prospective clients where GenEra Wealth, LLC and its representatives are properly registered or exempt from registration. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any state where GenEra Wealth, LLC is not registered or otherwise legally permitted.

This website does not constitute an offer to sell or a solicitation of an offer to buy any securities. Before making any investment decision, please review our Form ADV Part 2A (Firm Brochure) and Form ADV Part 2B (Brochure Supplement) for important information about our services, fees, conflicts of interest, and disciplinary information.

GenEra Wealth, LLC is affiliated by common ownership with Sharper Image Tax Services, LLC (tax preparation and planning) and TrueInsights CFO, LLC (fractional CFO and business consulting). Services from either are provided under separate agreements and separate fees.

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