investing with confidence

Empowering the path of your finances through personal valued expertise and comprehensive education.

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Making the complexed 
simple as abc

We learn about you and your unique financial footprint and goals

We educate, so you can make informed decisions about your money

Our Financial Advisor is empowered by education

Market-Linked investments

  • Market-Linked CDs
  • Market-Linked Notes
  • Principal-Protected Notes
  • Growth CDs
  • Income Notes
  • Market-Linked GICs
  • Structured Products
  • Exchange-Traded Notes

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Structured products typically have two components; a note and a derivative and a fixed maturity. They are complicated investments intended for a "buy and hold" strategy and offer a level of protection from downside risk in exchange for forgoing some upside potential to achieve that protection. Principal protection may very from partial to 100 percent. Investing in structured notes is not equivalent to investing directly in the underlying securities or index and carry risks such as loss of principal and the possibility that you may own the referenced asset at a lower price, due to economic and market factors that may either offset or magnify each other. At maturity, if the derivative turns out to be a valuable, the investor can gain exposure to the upside of that index.

Financial Advisor Services

Navigating Retirement Planning, Investments, Life Insurance & More

Knowledge is power 

At Basha Wealth Management, we believe in empowering our clients through education. 

mAKING THE COMPLEX SIMPLE

Genti excels in breaking down complex financial jargon into easily understandable terms. He believes in empowering clients through education.

DIRECT COMMUNICATION

When you reach out to us, you will always speak directly to Genti. No intermediaries, no automated responses. Just clear, direct communication between you and a professional Financial Advisor.

tailored investment strategies
for unique Financial Journeys  

Our method is not one-size-fits-all, instead, we provide an extensive array of investment services. 


Your life, needs, and goals are one-of-a-kind — your investment strategy should be too.

Evaluation

Management

Education

iRAs

Entrepreneur

Retirement

We don't just manage your wealth;
we empower you to become an informed investor.
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Monetary Advisor

Financial Advisor Genti Basha empowers your finances.

At Basha Wealth Management, we believe in the power of personalized monetary planning. Led by our founder, Genti Basha, we offer a wide range of monetary services tailored to fit your unique financial goals and circumstances.

Financial Planning

a trustworthy relationship

Fiduciary responsibility is at the heart of our services. Committed to upholding these responsibilities, Genti is obligated to act in your best interests. When you trust Basha Wealth Management with your monetary planning, you can be assured that you and your family wellbeing comes before anything else.

Financial Advisor

your future, our priority

Genti Basha came to this country at 17, empowered by those who invested in his future. Today, he's committed to giving back, helping others secure their monetary future. His mission is to provide you with the tools and advice to create a secure, prosperous future for you and your family.

Our Approach is simple

Genti Basha specializes in simplifying complex investment strategies, ensuring that you have a solid understanding of where your money is going. His methodology is patient and thorough – he takes the time to explain each concept at a pace that's comfortable to you.

Accommodating

At Basha Wealth Management, we understand the need for a personal touch when it comes to financial advisory. Our clients cherish the intimate, all-inclusive service they get from Genti Basha. With us, you're not just another account number; you're an individual with unique monetary needs and aspirations.

Available

In line with our commitment to educate and grow alongside our clients, Basha Wealth Management offers on demand support. Whether it's a question about a particular investment or a significant financial decision, I'm a call away — you're not alone on your financial journey; we are with you every step of the way.

Accountable

Every client receives the personal attention directly from Genti Basha. We pride ourselves on a single point of contact for all your monetary queries and needs. Experience a direct line to seasoned advice that ensures your monetary decision is informed and deliberate.

Approachable

Rest assured, with my firm, there are no automated computers to speak with, no 1-800 numbers. You will have one contact, one trusted advisor for a continued, consistent relationship. This is our promise of dedicated, personalized service.

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a full toolbox of choices

Beyond Traditional  Financial Advisor Support

Whether it's retirement planning, life insurance, or investment advice, Basha Wealth Management offers a comprehensive range of financial advisor services. With our full toolbox approach, you'll never have to settle for a one-size-fits-all solution.

Financial Advisor Sun City AZ

About the owner

Genti Basha

Genti Basha, the founder of Basha Wealth Management, is a first-generation immigrant who transformed his life through wise decisions and strategic investments. He embodies the values of mentorship, guidance, and partnership and is dedicated to empowering individuals through education on finances. His personal journey and the lessons he learned form the bedrock of Basha Wealth Management's mission to guide and inform clients in their financial journey.

FAQs

What are the key roles and responsibilities of a financial advisor?

A financial advisor's key roles include assessing clients' monetary situations, developing personalized plans, offering investment advice, and monitoring progress. They also educate clients on financial options and help them navigate complex financial decisions to pursue their goals.

  • Cost

  • why Us

  • Commitment

  • Communication

  • Clients

  • Experience

  • Risk

  • Consultations

How Much Do you charge?


At our firm, we understand that every client has unique financial needs, so we adopt a flexible pricing model.

For one-time evaluations and reconstruction of existing portfolios, we charge a flat fee or an hourly rate. This ensures that you are fully aware of your exact commitment from the onset, and there are no hidden fees. For our ongoing services, we adopt an upfront hourly fee or an annual fee structure that is tailored to align seamlessly with your specific financial capabilities and objectives.

We believe in transparency and honesty in all our dealings, hence we communicate these aspects clearly and concisely. Our focus is to offer you top-notch monetary advisory services that provide you with exceptional value for your investment.