Wealth Management

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Investment Solutions for Your Independent Advisor

We understand that you look to your financial advisor for more than investment products. You want holistic solutions to your financial challenges, backed by advice that is targeted to your specific objectives. You want sophisticated, comprehensive support and integrated wealth management services.

We help your financial advisor to make that possible. At Genworth Financial Wealth Management, Inc., a subsidiary of Genworth Financial, we serve your investment needs by working closely with your independent financial advisor. Our investment management platform gives your financial advisor access to institutional quality investment management and flexible wealth management solutions.

That way, your advisor can focus on better understanding your needs, then leverage our platform to craft the right solution for you, using mutual funds, exchange traded funds, privately managed account solutions and more.

Investment Process Focused on Your Needs

Your complex investment needs cannot be met by a one-size-fits-all solution. We work with your financial advisor through a disciplined six-step process that combines detailed discovery of your needs and leverages our pioneering open architecture investment platform.

The result is a customized investment solution crafted to meet your specific objectives. Your detailed investment plan will include:

  • Institutional-quality Portfolio Strategists charged with creating rigorous asset allocation models matching your objectives and risk levels.
  • A wide choice of implementation options ranging from No-Load Mutual Funds to Exchange Traded Funds, Unified Managed Accounts and Privately Managed Accounts.
  • A diverse selection of carefully screened Investment Management Firms to aid in security selection.
  • Careful personal monitoring, reporting and rebalancing to keep you informed and on target.


By working with us, your financial advisor can focus on the most important part of the investment process: you. The greater their understanding of your circumstances, the better able they will be to match your needs with the right investment strategies and advice.