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Contact us to schedule your complimentary portfolio review.
GENCapital offers investment management, financial planning and business advisory services for individuals, families and organizations. We assist our clients with portfolio management, banking transactions, business growth, retirement planning, trust advisory, and much more. Our team of vigilant and unbiased advisors partner with you to deliver a plan tailored to your goals. We focus on providing sound financial advice and adhere to the highest fiduciary standards to service not only the current generation, but also for generations to come.
GENCapital offers investment management, financial planning and business advisory services for individuals, families and organizations. We assist our clients with portfolio management, banking transactions, business growth, retirement planning, trust advisory, and much more. Our team of vigilant and unbiased advisors partner with you to deliver a plan tailored to your goals. We focus on providing sound financial advice and adhere to the highest fiduciary standards to service not only the current generation, but also for generations to come.
Partner - Senior Investment Advisor
CFP®
Partner - Senior Investment Advisor
Contact us to schedule your complimentary portfolio review. We will provide an analysis of your overall allocation, evaluate the risk vs return metrics of your portfolio, and review short-term cash needs compared to long-term goals. Connect with GENCapital, and we will walk you through every step of the way.
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