Generation Capital Management

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Generation Capital Management Generation Capital Management is an SEC-Registered Investment Advisor located in Rochester, NY.

10/13/2026

Buying a house. Starting a family. College tuition down the road. Retirement even further out.

It's a lot to save for at once, and it doesn't all belong in the same pile.

Try thinking in buckets instead: money you'll need soon stays safe, money you won't touch for decades can take more risk and grow.

Different goals need different timelines and different strategies.

"Financial plan" can sound like one big, overwhelming document. In reality, it's a handful of smaller pieces working tog...
10/08/2026

"Financial plan" can sound like one big, overwhelming document. In reality, it's a handful of smaller pieces working together.

A solid plan usually covers:
💰 Cash flow: what's coming in and going out
📈 Investments: how your money is positioned for your goals
🛡️ Insurance: what protects you if something unexpected happens
📋 Taxes: how your strategy affects what you owe
🏡 Estate planning: what happens to your assets and your wishes

None of these pieces work well in isolation. That's the difference between having accounts and having a plan.

October is National Financial Planning Month, so consider this your reminder that a plan is not a one-time project, it’s...
10/05/2026

October is National Financial Planning Month, so consider this your reminder that a plan is not a one-time project, it’s something to revisit as life changes.

Over the next few weeks, we will be sharing a few of the pieces that make up a solid plan, including some of the paperwork most people put off (looking at you, estate planning).

If you haven’t checked on your plan in a while, this is a good month to start.

What sets Generation Capital Management apart?It comes down to how we operate: fiduciary duty at every turn, a client-fi...
09/29/2026

What sets Generation Capital Management apart?

It comes down to how we operate: fiduciary duty at every turn, a client-first mindset, and a small team that stays nimble in a fast-changing industry.

Swipe through to see what that looks like in practice. https://www.gencapmgmt.com/our-story

09/24/2026

Retirement isn't one moment, it's different phases, each with its own strategy. 📊

Whether you're in the accumulation years, approaching preservation mode, or already living in distribution, the plan that gets you there should evolve with you.

Which stage are you in?

https://www.gencapmgmt.com/retirement-plan-services

Happy first day of fall!Just like the seasons change, your portfolio should too, which means it deserves a check-in. Mar...
09/22/2026

Happy first day of fall!

Just like the seasons change, your portfolio should too, which means it deserves a check-in. Markets shift, goals evolve, and life happens.

A quick review now can help make sure your investments are still working as hard as you are. 🍂

09/16/2026

In our last video, Scott discussed how AI is changing a lot of things, including financial markets.

How does it impact our business? Our take is this: the fundamentals still matter. When everyone is chasing the same AI-driven signals, the investors who win long-term are the ones with a disciplined, research-backed strategy.

We're not ignoring AI, we're just watching it closely. But we're not going to let it replace the careful, human-driven analysis that has guided our clients for over two decades.

Happy National Grandparents' Day! Grandparents shape more than memories; they can help shape a family's financial future...
09/13/2026

Happy National Grandparents' Day!

Grandparents shape more than memories; they can help shape a family's financial future too. Whether it's a 529 plan, a custodial account, or simply passing down good money habits, there are meaningful ways to set the next generation up for success. 💚

Ready to explore your options? Reach out.

Giving back is always a good day on the course.Our team always loves to help give back to our community. Last month, we ...
09/12/2026

Giving back is always a good day on the course.

Our team always loves to help give back to our community. Last month, we sponsored the Grandpa Miles Golf Tournament at Brook Lea Country Club, benefiting Rochester Community Inclusive Rowing. Proceeds help provide free therapeutic rowing for veterans recovering from service-related challenges, finding health, happiness, and healing on the water.

Thank you to the organizers for putting together such a great event, and to our team for representing GCM on the course!

Happy Labor Day from all of us at Generation Capital Management! Today's about honoring the work you put in day after da...
09/07/2026

Happy Labor Day from all of us at Generation Capital Management!

Today's about honoring the work you put in day after day. One easy way to make that work go even further: make sure you're capturing your full employer match.

Reach out if you want a second set of eyes on it.

Address

1163 Pittsford-Victor Road Suite 100
Pittsford, NY
14534

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

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