Mary Genis

Financial Advisor at Chaney Capital Management - Lynnwood, WA, US

Mary Genis's Contact Details
HQ
425-673-4060
Location
Company
Chaney Capital Management
Mary Genis's Company Details
Chaney Capital Management logo, Chaney Capital Management contact details

Chaney Capital Management

Lynnwood, WA, US • 5 - 9 Employees
Financial Services

Chaney Capital Management is a multigenerational private wealth management company. Our mission is "To be our clients financial advocate and to help them create, grow, preserve and transfer their wealth"​. Chaney Capital Management provides a wide array of services to a select number of affluent investors. Our implementation strategy uses sophisticated investment solutions for individuals, businesses and foundations. We couple this with a boutique service model to offer world class financial service and support. Our clients are US citizens located throughout North America and several foreign countries. Chaney Capital is a Registered Investment Advisor.Our areas of expertise are: * Risk assessment * Investment selection * Financial planning * Family continuity planning * Estate planning

Wealth Management Financial Planning Financial Services Financial Advisory Services
Details about Chaney Capital Management
Frequently Asked Questions about Mary Genis
Mary Genis currently works for Chaney Capital Management.
Mary Genis's role at Chaney Capital Management is Financial Advisor.
Mary Genis's email address is ***@chaneycapital.com. To view Mary Genis's full email address, please signup to ConnectPlex.
Mary Genis works in the Financial Services industry.
Mary Genis's colleagues at Chaney Capital Management are Natalie Endres, Natalie Endres, Ryan Svendson, Nancy Chaney, Lynda Bartsch, Stephen Chaney and others.
Mary Genis's phone number is 425-673-4060
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