Wealth Coordination
GOOD FINANCIAL DECISIONS CAN STILL COST YOU WHEN THEY AREN’T COORDINATED
We help Christian families uncover financial leaks, tax drag, and coordination gaps that may be quietly costing them money—then build a biblical financial system that aligns their investments, taxes, retirement, estate planning, insurance, cash flow, and charitable giving.
What Is Jervey Genesis Solutions?
God told me to leave Edward Jones and start this firm in 2018. In 3 months after my departure all of my clients left Edward Jones and allowed me to continue serving them at Jervey Genesis Solutions.
The firm now generates a 7 figure revenue annually providing “Financial Solutions for Every Season of our Clients lives”
Why We Say “Financial Solutions for Every Season of Life”
Our tagline is rooted in a biblical truth: God always provides a way to life, even when circumstances feel like death. In Deuteronomy 30:19, God sets before His people life and death, urging them to choose life. The New Testament echoes this promise in verses like John 10:10 (“I came that they may have life”) and 1 Corinthians 10:13, which reminds us that God always provides a way of escape.
We believe the same is true in your financial journey. No matter the season—whether you feel stuck in debt, unsure about retirement, overwhelmed by financial decisions, or seeking to build lasting wealth—there is always a life‑giving solution when you choose God’s wisdom and sound financial stewardship.
That’s why we offer Financial Solutions for Every Season of Life: to help you find God’s “way out” of financial stress and into a place of peace, provision, and purpose.
Who We Serve
Christian business owners seeking strategic guidance
Christian Families looking to fulfill proverbs 15:22
DIY investors ready for expert, biblically-aligned support
Faith-driven stewards committed to leaving a legacy
How We Help Your Financial Life Work Together
We coordinate the major areas of your financial life to help uncover costly gaps, reduce unnecessary friction, and keep your decisions aligned with your goals and biblical priorities.
- A clear financial direction based on your full financial picture.
- Investments coordinated with your retirement income, taxes, risk, and long-term goals.
- Decisions designed to reduce avoidable tax drag and preserve more of your wealth.
- Protection aligned with your family, business, estate, and financial responsibilities.
- A coordinated strategy for protecting the business and preparing for what comes next.
- Regular insight and accountability so your plan adjusts as your life changes.
- A diagnostic process designed to uncover financial leaks, coordination gaps, and the issues that deserve attention first.
Why We're Different
Why Christian Families Choose Us
We do more than manage investments. We help Christian families uncover financial leaks, identify coordination gaps, and bring every part of their financial life into alignment with God’s Word.
How to Start
Start With a Financial Position Meeting
This complimentary 30-minute conversation is designed to help determine whether you have a stewardship problem, a coordination problem, or another financial issue that deserves attention.
You will leave with greater clarity about what may be missing, what should be addressed first, and whether our firm is the right fit to help.
✅ No pressure. No product pitch. Just an honest conversation about your current financial position and the next appropriate step.
