EWPBF member since 2016, Genevieve George is Senior Financial Advisor with HBKS Wealth Advisors- a Patron sponsor of this year’s WILA Luncheon! HBKS Wealth Advisors is a part of the HBK family of firms, which includes HBK CPAs and Consultants.
Genevieve started her career as a CPA and found her way to HBKS in 2010 when her own family became an HBKS Wealth Advisor client. “The team provided the comprehensive services they described by working not only on my grandmother’s accounts, but also working with her attorney and CPA to ensure that all parties were on the same page and working toward the same goals,” says Genevieve. “Through the unique experience of sitting on the client-side of the table and seeing the peace of mind my family felt, I was inspired to change my career and provide the same experience for other people.”
“I look forward to building life-long relationships with our existing clients and with new clients, specifically in the Palm Beach market. Beyond growth, I care deeply about education. I want my clients to understand what they have, how it is all working, and what steps they need to take to achieve their long-term goals. It is incredible to work with awesome life-long clients and families, helping them shape their goals, building wealth, saving for college, planning for retirement, divorce planning, charitable donation planning, discussing estate planning, and everything in between. We aim to truly be a trusted advisor to our clients beyond whatever piece of the puzzle we may be managing. It is our goal not only to provide great advice but also to be responsive and available for our client’s needs.”
For those interested in learning more about HBKS Wealth Advisors, all initial meetings are complimentary. If you are looking for a second opinion on your portfolio, financial plan, or tax return, they are happy to provide that. HBKS offers this complimentary meeting and review to get to know you as the potential client and for you to know them as advisors and determine if it is a good fit for both parties long-term.
In addition to her role with HBKS, Genevieve is currently honored to serve as Executive Committee Chair for Impact100 Martin. She also serves on the Leadership Advisory Council in Martin County for the Place of Hope.
Genevieve, born in Palm Beach Gardens, Florida, also currently resides there with her husband and two young boys.