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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 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.
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.
Plan for 100: Income Planning for a Longer Life
Living longer is no longer just a possibility—it’s a planning reality. With many individuals now living into their 90s and beyond, how can you prepare for a retirement that could last decades?
529 Plans Continue to Evolve: Here’s What Families Need to Know in 2026
529 plans have long been a powerful way to save for education in a tax-advantaged manner. In recent years, however, legislative changes have significantly expanded how these plans can be used—making them more flexible and relevant for a wider range of education and financial planning needs.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.