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Our mission at VenturePoint Partners is to give our clients the freedom to live comfortably by planning wisely. We focus on delivering personalized strategic financial plans that will help secure our clients’ wealth from today to tomorrow- from one generation to the next.
Our team prides itself on providing services that surpass just stock-picking advice. With around the clock maintenance of client accounts, our aim is to discover areas of improvement in our clients’ financial profile. We understand the need for periodic review to 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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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
As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and 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 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.
Recent Event: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
January Investment Perspectives
In this issue we look at AI and its impact on productivity, how executive policy drove the market in 2025, and the January effect and stock market seasonality.
Outlook 2026
Outlook 2026 offers the Janney Investment Strategy Group’s baseline prognostications for the economy, the equity and fixed-income markets, their evolution, and investment implications in the New Year.
5 Simple Steps to Prepare for Tax Filing
Filing your tax returns can be less stressful when you take a few steps before it’s time to complete your tax forms.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.