Geneos Wealth Management is a U.S.-based financial services firm offering comprehensive brokerage and advisory services. Registered with the SEC and FINRA, it provides a range of solutions including wealth management, financial planning, and investment advisory through programs like VIP Ultra and Axiom. The firm emphasizes technology-driven efficiency, utilizing tools such as Nexus for operational transparency, LaserApp for cloud-based form management, and Signix for secure e-signatures. Geneos also prioritizes cybersecurity, delivering extensive training via Proofpoint Security Training. With a client-centric approach, the firm aims to foster long-term relationships by offering personalized financial strategies and leveraging cutting-edge technology to enhance service delivery.