I have over 25 years of experience in the financial services industry. Maybe more importantly with three daughters between the ages of 16 and 24, I understand all too well the stresses of raising a family, providing for college, while preparing for retirement.
I have seen clients and close family members deal with the results of poor financial decisions. These avoidable mistakes have shipwrecked lifelong plans. In addition, I personally had life-threatening surgeries to remove a non-malignant “pseudo-tumor” from my brain stem. I have been given a clean bill of health; however, the experience impressed upon me:
- the need for a proper emergency reserve,
- the need for proper insurance,
- the need for financial leeway and
- an appreciation for time.
I am passionate about helping working families live fulfilled, God-pleasing lives by addressing their financial situations and planning ahead for their future.
I did my undergraduate work at Texas A&M and received a M.B.A. from the University of Texas (since I have been to both schools, I know which one is best. Just ask me!)
I am a Certified Financial Planner® professional and have the Enrolled Agent designation (from the IRS). These licenses help me to stay updated on the latest techniques and challenges affecting my clients.
I am also a Qualified Kingdom Advisor™.
My wife Karen and I are the proud parents of three daughters and prouder still of our grandson.
Bill Robertson (who retired after over fifty years as a financial advisor) was instrumental in mentoring Richard in the financial services business.
Sandy Capani ensures the office runs smoothly. Not only does she coordinate back office functions, she interacts with clients with various requests.
G. Richard Truitt Jr. is a Registered Representative of and offers securities products & services through Gĕneos Wealth Management, Inc. Member FINRA/SIPC, and a registered broker-dealer. G. Richard Truitt, Jr. is also separately registered as an investment advisor under Gĕneos Wealth Management, Inc., a registered investment advisor.
Advisory services offered through Gĕneos Wealth Management, Inc., a registered investment advisor. This information is provided as an informal report; no warranties as to the accuracy or content are implied or expressed. No representations or warranties are being made as to the ramifications of affecting any of the above alternatives, or the legal or income tax effect of the enclosed information. The information must be interpreted in the context of, and is qualified by, all the information contained in the prospectuses, and/or Forms ADV 2, where applicable, which have been or will be delivered to the appropriate investing parties prior to any offering being made. All information contained herein must be qualified by your professional legal and accounting advisors.
I believe in placing your best interests first. Therefore, I am proud to commit to the following five fiduciary principles:
- I will always put your best interests first.
- I will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.
- I will not mislead you, and I will provide conspicuous, full and fair disclosure of all important facts.
- I will avoid conflicts of interest.
- I will fully disclose and fairly manage, in your favor, any unavoidable conflicts.