Our approach

Our passion is to help our clients realize their full wealth potential by providing thoughtful and customized advice that carries through their various life phases. We apply a consultative approach that includes coordinating with other professional advisors, such as CPAs and attorneys to capture their full picture. Our mission is for our clients to focus their energy on the people and experiences that bring them joy, while we help ensure they have the financial freedom to do so.

Proud to work with a nationally recognized teammate

At Kinetix Wealth Group, we are incredibly proud that Financial Advisor, Gina Thompson, was named Forbes Top Women Wealth Advisor Best-in-State in 2025. It's an honor to have a teammate nationally recognized as one of the best in the industry - because it means we are serving our clients well. Congratulations, Gina!

We’re excited to share some news from our team – Gina Thompson was recently featured on Barron’s financial podcast!

In the episode, Gina shares how we help clients retire with confidence and clarity. From thoughtful planning to personalized strategies, the conversation highlights our approach to ensuring clients don’t outlive their money and can enjoy the retirement they’ve worked so hard to achieve.

It’s an honor to be recognized by such a respected publication, and we hope you’ll take a few minutes to listen in.

Click the links below to access:

https://www.barrons.com/podcasts/barrons-advisor/gina-thompson-empowering-clients-through-education-next-gen

https://www.barrons.com/video/barrons-advisor/gina-thompson-empowering-clients-through-education-next-gen