Our Services

Andy Tomlinson has been helping institutions and individuals in Northern Arizona manage their financial resources for more than 35 years. He offers full brokerage services through Geneos Wealth Management.

Services Include:

• Asset Allocation Modeling
• Business Succession Planning
• Business Valuation Programs
• Client Reporting
• Educational Programs
• Estate Planning
• Estate Settlement
• Financial Planning
• Portfolio Design
• Research & Analysis
• Retirement Plan Transfers
• Tax Reduction Strategies
• Wealth Management
• Wealth Diversification
• Wealth Building & Preservation
• Wealth Succession
• 1031 Exchanges
• Tenants in Common