Independent Wealth Advisors · Brentwood, Tennessee · Est. 2002
The Genesis Group
Before We Build Your Plan, We Learn Your Life.
How We Work
Every relationship starts the same way — with your story.
We Listen
Every plan starts with your story — your career, your family, your goals. Not a questionnaire.
We Understand
Your finances are unique. An executive's stock options, a business owner's exit plan, a retiree's income needs — we learn the details before we advise.
We Build Around You
No off-the-shelf portfolios. Your plan is designed around your life, not fitted into a model.
We Walk With You
This isn't a one-time plan. We're your team through every stage — retirement, estate, legacy.
Independentby Design
We're not owned by a bank or insurance company. We don't push proprietary products. As independent advisors, our only obligation is to you.
- Not owned by a bank or insurance company.
- No proprietary products to push.
- Our only obligation is to you.
What We Help With
Retirement Asset Management
You've spent decades building your wealth. Now you need a strategy that protects it.
Retirement Income Planning
An income strategy that matches the life you want — before and during retirement.
Wealth Accumulation
Getting to retirement with the wealth you deserve takes more than a target-date fund.
Tax Planning
You shouldn't pay more than you owe. We design strategies to reduce your burden.
Risk Management
The risks you don't plan for are the ones that hurt.
Estate Planning
You've built something worth protecting. We help make sure your loved ones are taken care of.
Meet Your Team
Jonathan Pagano
Co-Founder, Senior Partner
Michael King
Co-Founder, Senior Partner
Zachary Pagano
Financial Advisor
Hunter Berry
Financial Advisor
Ready to Startthe Conversation?
Whether you're planning for retirement, managing your wealth, or just want a second opinion — we're here.
Or call us at (615) 370-8015