Statement of Core Purpose and Vision

Our Purpose: Genovese Burford & Brothers' mission is to improve people's lives by helping them achieve their financial goals.

We draw fulfillment from empowering our clients to make better decisions.

We understand our clients thoroughly and consider risk carefully, and build relationships for providing planning and investment advice marked by high standards, expertise, and integrity.

Our Vision:

Wealth Management Business Unit

GBB’s medium-term vision is to become the leading financial advisory partner for individuals of means in Sacramento and beyond who want an engaged relationship with their advisor.

 

Retirement Plan Management Business Unit

GBB’s medium-term vision is to become the leading retirement plan fiduciary partner for regional companies in greater Sacramento and Northern California who care about their employees' retirement outcomes and actively managing fiduciary risk.