#USA #Deerfield #JPMorgan #Genesis Wealth #Alan Feutz

Genesis Wealth Expands Its Team with Seasoned JPMorgan Advisor

Genesis Wealth has made a significant move to strengthen its wealth management services by acquiring Alan Feutz, a seasoned advisor from JPMorgan Securities, who has managed a portfolio of $725 million in client assets. This step reflects Genesis' ambition to become a premier destination for experienced advisors transitioning from traditional banking institutions.

Alan Feutz Joins Genesis Wealth

As a Partner and Wealth Advisor at Genesis Wealth, Alan Feutz brings 26 years of invaluable industry experience. Based out of Deerfield, IL, he specializes in serving high-net-worth and ultra-high-net-worth individuals. His dedication to fostering strong client relationships through personalized wealth management has established him as a trusted figure in the financial sector.

Feutz attributes his success to his client-centric approach, emphasizing the importance of careful listening and adaptive planning tailored to each client’s unique financial situation. This practice model has allowed him to build enduring relationships with a limited number of households, enabling him to deliver highly customized advice, regardless of market fluctuations.

"We are thrilled to welcome Alan to our growing firm," remarked Kosta Tanglis, the Founder and Managing Partner of Genesis Wealth. He further noted that this transition underscores Genesis Wealth’s appealing independent model, which is increasingly attracting seasoned advisors seeking a more flexible and supportive environment for their clients.

A New Era of Wealth Management

The financial advisory landscape is witnessing a surge in seasoned professionals seeking broker-dealer platforms that provide a supported independence model. Genesis Wealth’s framework offers experienced advisors the autonomy they desire while ensuring they have access to the necessary infrastructure to facilitate business growth. Feutz's addition exemplifies this trend, positioning Genesis as a prime destination for those looking to break away from the traditional banking model.

Managing Director Jack Kennedy commented, "Alan shares our philosophy of placing clients at the forefront of our services. Advisors like him are not only looking for independence; they are choosing Genesis for its supportive environment and resources that empower them to provide tailored advice to their clientele."

Expansion in Chicago's Wealth Management Market

In conjunction with Feutz's onboarding, Genesis Wealth has also expanded its physical presence by opening a new office in the affluent North Shore area of Chicago. This location stands as a strategic foothold in one of the Midwest’s longstanding wealth management hubs. The new 10,000-square-foot office is equipped to house more than 20 advisors and support staff, featuring modern amenities designed to enhance client engagement and team collaboration.

Feutz will work from this new office alongside other founding advisors, including Joel Feiger and Jack Kennedy, ensuring that they can cater to the growing affluent client base in the region. The infrastructure includes comfortable workspaces, a large conference room with cutting-edge technology for hybrid meetings, and collaboration zones to foster teamwork and innovation.

As Genesis Wealth continues to grow, it is committed to recruiting high-caliber advisors who are aligned with the firm’s mission to prioritize client relationships and customize wealth planning. With Feutz on board, the firm is well-positioned to accelerate its growth trajectory while maintaining its core values of trust, transparency, and personalized service.

About Genesis Wealth

Genesis Wealth operates as a partner to advisors looking for a shift towards fully supported independence. Launched in July 2025, the firm is affiliated with LPL Financial, serving clients with over $3 billion in assets. Its focus on cultivating talented advisors ensures a high-quality, growth-oriented culture within the firm. For more details, visit genesiswealth.com.