Gensphere Private Wealth

GenSphere Private Wealth is an independent wealth advisory firm serving business owners, executives, multi-generational families, & philanthropists navigating increasingly complex financial lives. We partner closely with attorneys, CPAs, M&A advisors, & other trusted professionals to help clients make informed decisions across every stage of wealth creation and preservation. Our team brings institutional-grade investment experience (CFA Charterholder), decades advising on complex financial planning (CFP®, CAP®, IPA designations), and legal perspective (Juris Doctor Education). Our approach to client service emphasizes highly personalized engagement and genuine human connection. We are newly independent, but deeply experienced. The firm may be new, but the professional experience is not. GenSphere was founded in January 2026 by four partners with complex and complementary backgrounds. Three partners, Ryan, Patrick, Paulina, spent years building & leading a private wealth platform together within a large financial advisor network with in-house investment banking and trust capabilities. Through that experience, we saw what was possible—but also the limitations of operating within a large organization where we didn’t fully control the vision process. We set out to create something different for our clients: a firm designed from the ground up to deliver the clarity, personalization, & consistent follow-through in execution. Our fourth partner, Tom Fletcher, brings decades of experience in institutional risk management & multi-asset investment strategy. After time spent navigating the realities of supporting aging parents, he chose to begin his next chapter at GenSphere—working alongside his son Patrick & longtime colleagues. Together, the GenSphere team took shape—bringing complementary perspectives & a shared approach to serving clients. We are still in our early days, but the foundation is strong, the momentum is real, & we are just getting started.