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  • Wealth Planning is Life Planning

    Making connections between what is important to you and then maximizing all strategies to help you get there is our passion.  Request a second opinion.

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  • Retirement In Sight

    Subscribe to our monthly newsletter to receive timely information and helpful tips for current and future retirees.

    Subscribe

  • Wealth Planning is Life Planning

    Making connections between what is important to you and then maximizing all strategies to help you get there is our passion.  Request a second opinion.

    Request

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Investment Consulting

  • Asset allocation
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  • Family Life Planning
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  • Wealth preservation
  • Charitable giving

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Success In Wealth

Gary Nagel, Dennis Spratt and James Powers are Registered Representatives offering securities and advisory services through Geneos Wealth Management, Inc., Member FINRA/SIPC, a registered broker-dealer and registered investment advisor. This communication is strictly intended for individuals residing in the states of AR, CA, CO, FL, IA, IL, IN, KS, MA, MD, MI, MO, MN, NC, NE, NM, and OK. No offers may be made or accepted from any resident outside the specific state referenced.

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