Why GenFinity Wealth Management
We assist individual and corporate clients with the creation, accumulation and distribution of wealth.
“GenFinity is a combination of Genesis (meaning the beginning of something powerful) and Infinity (having no limits or ending).”
For Individuals, Families and Small Businesses who want to improve their “Return On Life”; we help them make financial decisions, choose independent financial solutions and continually monitor those plans during life’s financial journey…All to improve their future and the future of generations to come.
We want to EARN your TRUST!
GenFinity Wealth Management is an independent, full-service wealth management, investment advisory and financial planning firm committed to providing custom strategies designed to help provide financial freedom to individuals, families, professionals and business owners.
Matt Rufkahr has been serving clients in Washington and the surrounding area for more than a decade with over 18 years of industry experience and provides financial planning, investment management, retirement planning (individual and business consulting), estate planning coordination and insurance services to individuals, professionals and small business owners. The GenFinity team also includes Carrie Rufkahr (a licensed insurance benefits specialist) as well as two client service specialists: MaryLynne Steffens (branch operations manager) and Cindy Holdmeyer (branch marketing associate).
GenFinity Wealth Management has partnered with the RIA (Registered Investment Advisor) business model through Cornerstone Wealth Management and has aligned with the broker/dealer services of LPL Financial. Matt believes the relationships have “created an excellent opportunity for our clients, my team and the long-term direction of our firm.” The increased flexibility and resources are invaluable, and we feel our clients will greatly benefit from the true independent model of our firm.”
We assist individual and corporate clients with the creation, accumulation and distribution of wealth. We accomplish this through Investment, Retirement and Financial Planning and engaging other professionals, Attorney’s, and CPA’s.