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
CFP®, CRPC®
Partner - President of Financial Planning
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.
Copyright 2022 GENCapital. All rights reserved. Privacy Policy
Investment Advisory services offered through
a federally Registered Investment Advisor
You are now leaving the GENCapital’s website and will be entering the Fidelity Investments, Inc. (“Fidelity”) website.
Fidelity Investments is an independent company, unaffiliated with GENCapital. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied in the GENCapital site and does not guarantee or assume any responsibility for its content.
