Different From the Ground Up
Financial Services Built Around Your Needs
You’re here because you want something different. And we are different.
We’re fiduciaries challenging the financial services establishment while working to increase your wealth and financial literacy.
No commissions or uncomfortable sales tactics. Recommendations without hidden conflicts of interest. A nimble team focused on servicing your needs. Welcome to the financial partner you deserve.
Welcome to the next generation of you.
Focused on The Best Solution For You
There are often two solutions to every financial situation: the most optimal solution and the one that works best for you. These two are sometimes the same, but not always. That’s because your emotions and history with money impact the decisions you make.
At Generation Capital Management, we help you make the most financially optimal decision while honoring the factors that make you uniquely you. Our goal is to guide, not prescribe.
The end result is a financial partner you can trust to help you forge a future with the most meaning for you.
We Offer
Ways to Serve Every Financial Need
We Are
Qualified and Experienced Fiduciaries
Generation Capital Management is an independent Registered Investment Advisor located in Rochester, NY. Since 2003, we have provided high-value investment management and financial planning services to our national clientele through an unbiased and data-driven process.
We are proud to be fee-only fiduciaries with an advising staff qualified through education and certification.
Always Ready to Empower You.
1163 Pittsford-Victor Rd, Suite 100, Pittsford, NY 14534
The Generation Capital Management Family