Private Wealth Solutions
Private Wealth Management Rooted in Biblical Stewardship
Serving Individuals, families, business owners, and purpose-driven professionals through fee-based Private Wealth Management Solutions.
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
Our Services
Our Private Wealth Offering Includes:
- Personalized Financial Planning
- Investment Management (via Schwab, Pontera)
- 401(k) & Retirement Account Management
- Tax Diversification & Roth Strategy
- Insurance Reviews (Life, Disability, LTC)
- Business Advisory & Succession Planning
- Quarterly Market Reports & Video Commentary
- Proprietary FIT™ Financial Assessment
Why We're Different
Why Work With a Faith-Based Firm?
“Our clients are family to us. We don’t just manage money. We steward destiny. Our planning is rooted in Proverbs, tested by the market, and built for multi-generational impact.”
— Paul Jervey, CFP®
How to Start
Start With a Discovery Meeting
We offer a complimentary 30-minute call to understand your financial picture, goals, and whether our values and process align.
✅ No pressure. Just wise counsel and next steps.
