Objective, Transparent and Vigilant
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.
Focus on Planning for Generations
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.
Banking Advisory Services
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 loans, acquisitions, liquidations, real estate investments, and many other areas. Our success is based on your success – no matter the type of investment.