Families & Individuals

We’re on Your Side.

Finances can strain anyone and certain family circumstances can cause even greater anxiety. At Genereux Investments Management, Inc. we ease those concerns by providing the advice and direction you need to grow your assets and ensure you’re leaving a legacy for your children and grandchildren.


Financial Management & Advice To Fit Your Life.

We offer customized financial planning as well as retirement financial planning with solutions tailored to fit each individual’s assets and priorities. We help clients structure a portfolio that will take them into these years with confidence. Our clients are multigenerational because we provide the service that is passed down from parents to children and so on.

We also understand coordinating with attorneys, mortgage companies, banking institutions, credit unions and life insurance brokers can be stressful. That’s why we take care of all of that for you. Our wealth management services provide guidance and assistance to lead you through any challenges life may bring.

You’re In Control.

GIM’s client portal provides direct access to your family’s complete financial picture, so you can confidently manage your account at all times. It also give you the power to view reports and track your personal goals and assets for a complete financial summary of all accounts. You can control the permissions and access level of your financial team so they can also view your statements and documents. It’s everything you could ever need and more right at your fingertips.


Need a little guidance on building a secure future?