GENCapital offers investment management, financial planning and banking advisory services for individuals, families, businesses, and institutions. 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.
- Asset Management
- Investment Advice
- Portfolio Management
- Tax Efficient Investing
- Risk Review
- Portfolio Analysis
- Institutional Consulting
- Fiduciary Process
- Retirement Planning
- Estate Planning
- Cash Flow Management and Budgeting
- Insurance and Risk Management
- Business Planning
- Retirement Income Design
- 401k and IRA Distribution Planning
- Social Security Claiming Strategies
- Educational Planning
- Family Wealth Transfer Strategies
Capitalizing on our vast experience in the banking and financial services industries, we go beyond traditional wealth management services. GENCapital consults our clients on loans, acquisitions, liquidations, real estate investments, and many other areas. Our success is based on your success – no matter the type of investment.
We are proud to partner with finance and lending companies, such as SoFi, to offer our clients a suite of lending products including mortgages, personal loans, and student loan refinancing to name a few.
GENCapital’s clients can learn more about SoFi and the products offered as well as apply through the digital lending platform for each of the products by visiting the links below.