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Our mission at VenturePoint Partners is to help clients pursue their financial goals by planning wisely. We focus on delivering personalized strategic financial plans that are designed to help support our clients’ long-term financial objectives from today to tomorrow, from one generation to the next.
Our team prides itself on providing services that surpass just stock-picking advice. With ongoing monitoring and review of client accounts, our aim is to discover areas of improvement in our clients’ financial profile. We understand the need for periodic review to help ensure that our clients’ plans continue to meet their needs, goals, and objectives.
Awards
2026 Forbes Best-in-State Wealth Management Team
VenturePoint Partners has been recognized as a Best-in-State Wealth Management Team by Forbes.
Forbes 2024 Best-In-State Next Generation Wealth Advisors
In August 2024, Jeffrey Genkinger was recognized as one of Forbes 2024 Best-In-State Next Generation Wealth Advisors.
Our Team
With our combined industry experience, we strive to provide excellent service as we guide our clients through the phases of investing: wealth accumulation, wealth preservation and wealth distribution.
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Nadav N. Baum
Executive Vice President / Wealth Management, Financial Advisor
Jeffrey P. Genkinger, CFP®, CRPC™
Senior Vice President / Wealth Management, Financial Advisor
Seth W. Silverman, CEPA®
Assistant Vice President / Wealth Management, Financial Advisor
Benjamin Ziolkowski, CFA, CFP®
Financial Advisor
Matthew O. Bash
Account Executive
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Beyond Investing. Connecting.
When you work with us it’s about going beyond investing. It’s about connecting your life and your finances in a way that makes sense for you, partnering through each stage of life.
Wealth Management
Our goal is to support your practice with personalized assistance and access to qualified wealth management professionals, enabling you to provide the highest standard of service.
College Saving and Funding Plans
Plan for More™—supporting your student’s future while protecting your broader financial goals.
As the cost of higher education continues to rise, paying for college often requires more than saving—it often calls for a thoughtful, customized strategy that balances education funding with your broader financial goals.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Janney’s Mid-Year Market Update
As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next.
Recent Event: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Recent Event: Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Building Better Password Habits
Cyberfraud does not always begin with a data breach. Sometimes it starts with a password that is too easy to guess, reused across accounts, or stored in an unsafe place. Building better password habits can help protect your financial information and may strengthen your overall digital security.
Choosing the Right Trust for Your Needs
Trusts can be a flexible and effective planning tool for a variety of purposes, including addressing estate planning needs. Because there are many types of trusts, the right structure depends on an individual’s objectives, assets, beneficiaries, and long-term financial plan.
June Investment Perspectives
In this month’s issue, we look at what’s next for the Strait of Hormuz, compare funds versus bonds, and commemorate the 234th birthday of the New York Stock Exchange.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.