Private Clients
Private Clients
Private Clients
Private Clients
EVERYTHING YOU NEED TO SUCCEED
GenCap helps clients across generations achieve their financial objectives. We take the time to understand your goals in life and how you feel about your money. You have but one life to plan for and we want to help you make the most it.
Comprehensive Wealth Planning
Comprehensive Wealth Planning
Comprehensive Wealth Planning
Comprehensive Wealth Planning
GenCap creates the right kind of strategy to help you achieve all your goals and objectives.
Financial planning
Asset allocation
Generational wealth transfer
Retirement planning
Let’s start working together today to help you succeed.
Investment Strategies
Investment Strategies
Individual portfolios custom tailored to fit your needs. Allocations will include the following types of securities.
Investment Strategies
Investment Strategies
Individual portfolios custom tailored to fit your needs. Allocations will include the following types of securities.
Equities
Individual stocks used for growth and income, click below to learn more
Fixed Income & Preferreds
Individual bonds and preferreds used for income and stability, click below
to learn more
Exchange Traded Funds
Used to fill in necessary allocations to efficiently invest smaller dollar amounts