GENEVA PARTNERS, LLC is a distinguished investment advisory firm based in Lake Geneva, WI. With over 470 individual clients and an impressive $290,355,000 in assets under management, they have established themselves as a trusted partner in the financial industry. Catering to high net worth individuals primarily, Geneva Partners manages 100% of their assets on a discretionary basis, ensuring a personalized and tailored approach to each client's financial goals. Although 401K and individual accounts make up less than 30% of their total assets under management, Geneva Partners possesses the expertise and capability to efficiently ma...