Genwealth 360 inc

very knowledgable company with a strong team of helpful accountants and strategists

As clients of Genwealth we have peace of mind knowing we are being led and guided by a group of exceptional experts. The team, lead by Shawn Davenport offer high -level strategic planning with their deep knowledge of complex tax codes and investment structure. They took the time to analyze our specific financial landscape, identifying optimizations that other firms had previously overlooked. The team provides year-round guidance reflecting their genuine commitment to their clients financial success. The team is also forward focused, assisting to structure assets and investments in a way that maximizes long-term efficiency. For anyone who values transparency, professional integrity and seamless client experience, Genwealth is the gold standard.

Genwealth has been very good to me over the years, very professional and knowledgeable. Would recommend them without reservation.

We have been working with Shawn Davenport and his team for over five years, and we couldn’t be happier with the service and guidance they provide for our tax planning. Shawn is exceptionally knowledgeable in physician-specific tax planning strategies and understands that tax planning is never one-size-fits-all. He tailors his approach to each client’s unique situation and consistently maximizes tax efficiency with precision. His team is equally dedicated and highly responsive. We are truly grateful to be working with Shawn and his team and highly recommend them.

Thank you Genwealth for all the help!!
Shawn and his team have been amazing. I have learned so much in the last year and I am thankful for all you have done!

Excellent tax planner

Genwealth has been patient and provided us great knowledge and advice. Great asset to have in our team to consult tax strategies.

I have been working with Genwealth Inc for sometime now and the staff are incredible, respectful, and always have clients' interests at heart. I will recommend Genwealth as tax specialist to anyone at any time particularly my friends.

I am super impressed with the whole team. They are all very professional, detailed oriented and knowledgeable.
I highly recommend Shawn and his amazing staff and the whole group.

Coming from completing my residency and fellowship, I had no idea about the complexity of taxes. We found an accountant who did a pretty good job for where we were at that time. As life happens, there were changes in the income which meant changes in the taxes. I was looking for an accountant who understood my current position as well as the future I was seeing for my family and I.

I actually saw Genwealth on a Facebook ad in 2017 but I didn’t reach out until 2020. When I did, I was met by a wonderful team who took a good inventory of my unique circumstances. Mr. Shawn Davenport and his team showed great expertise in addressing my circumstances, making sure that I was completely compliant with the IRS and also setting me on an individualized plan for financial success. It’s very easy to set up appointments to speak with the team and they are prompt and knowledgeable in...

thinks you should try Genwealth inc

I like Genwealth inc as they are are very prompt!

I have worked with Amanda and Shawn and both are extremely good at what they do! Extremely helpful and professional.

Mr. Davenport and his team have been a great asset for our business! He truly knows all the strategies that helped us keep more of our hard earned money without putting us at risk for audit. I truly thank them for helping me save on the ridiculous amount of taxes we have to pay.

GenWealth has great minds that are exceptional at creating a financial portfolio that fits your needs.

Good experience with Shawn

Genwealth has been great to me. They have helped me to develop strategies to save money and maximize my legal deductions as much as possible. They are always available and very courteous.

I have really enjoyed working with GENwealth. Shawn answers all my questions and is always available to help me navigate the financial issues that come up. He has put in place a wonderful strategic wealth plan for me and the company.

Great experience, very knowledgeable, generous and helpful. Would highly recommend.

Great experience, very knowledgeable, generous and helpful. Would highly recommend.

thinks you should try Genwealth inc