Financial Advisor | Rochester, Ny
Financial Services Built Around Your Needs
We’re fiduciaries and our process is focused on helping you increase your wealth and financial literacy through comprehensive, transparent, and client-centered strategies designed to align with your goals and reflect what sets us apart as a trusted financial advisor in Rochester, NY.
No commissions or uncomfortable sales tactics. 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 AND YOUR CIRCUMSTANCES
There are often two solutions to a financial challenge: 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 for you while honoring the factors that make you uniquely you. We help identify and make decisions that are in your best interest. Our goal is to guide, not prescribe. Through our approach, we ensure that every recommendation balances financial efficiency with your personal goals and values.
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
Investment Services
Informed risk management
Financial Planning
More than a retirement plan
Retirement Plan Services
Helping you help your employees
Generation Capital Management is an independent Registered Investment Advisor located in Rochester, NY. Since 2003, we have provided investment management and financial planning services to our clientele through a data-driven process.
We are proud to be fee-only fiduciaries with an advising staff qualified through education and certification.
WE ARE
Qualified and Experienced Fiduciaries
Why Work With a Financial Advisor in Rochester, NY?
Choosing the right partner matters. Here’s why clients trust Generation Capital Management:
Local knowledge of the Rochester community and financial landscape
Access to a financial plan that goes beyond investments
Fiduciary commitment to always acting in your best interests
Personalized guidance that balances both the technical and emotional sides of money
Always Ready to Empower You.
1163 Pittsford-Victor Rd, Suite 100, Pittsford, NY 14534
The Generation Capital Management Family
