Because GENCapital’s investment philosophy is advice-based and not transaction-based, we can provide objective financial solutions tailored for you. We are transparent and vigilant, actively communicating with you every step of the way.
At GENCapital, we focus on planning for generations and generations to come with a comprehensive plan and collaborative outreach. We partner with you, your business and your family. Whether teaching the next generation about the power of a dollar, discussing trusts or transitioning to retirement, you can rely on us.
We have the unique opportunity of leveraging the experience of GENCapital’s partners as well as those of Main Street Financial Solutions. Our team consists of certified Wealth and Financial Advisors with decades of experience in the financial, real estate and technology industries – to name a few. In fact, our partners are often speakers, mentors and trainers in the areas of wealth and finance due to their experience. GENCapital’s team doesn’t stop there. We are continuously learning, allowing us to best serve you.
Think of us as your personal CFO. Capitalizing on our vast experience in the banking and financial services industries, we go beyond traditional wealth management services. GENCapital consults our clients on acquisitions, liquidations, real estate investments, and many other areas. Our success is based on your success – no matter the type of investment.
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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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.