Geneva Capital Management

Geneva Capital Management At GCM, our objective is to provide individuals and families with simple, clear, & concise solutions
For full disclosures visit genevacm.com member FINRA/SIPC.

As fiduciaries, we always have the best interest of our clients at heart. Each advisor at GCM has a distinct expertise, as each of our clients have unique needs and goals. This means that each client inherits an entire TEAM to manage their wealth, tax concerns and overall financial planning! Visit genevacm.com to learn more. Securities and investment advisory services offered through Osaic Wealth,

Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This communication is strictly intended for individuals residing in the states of CT, FL, GA, KY, MA, MD, NC, NJ, NY, PA, SC, TX, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like ba...
09/02/2026

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like based on what you're doing today.

See how your current savings rate and contributions may grow into retirement income.

Extended care refers to services needed by those who have a chronic illness or disability.
08/31/2026

Extended care refers to services needed by those who have a chronic illness or disability.

Understanding the types of extended care services—and what those services could cost—may be critical.

Concerned about identity theft? Some things to leave at home.
08/28/2026

Concerned about identity theft? Some things to leave at home.

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Test your estate strategy knowledge with this short quiz.
08/26/2026

Test your estate strategy knowledge with this short quiz.

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Lifestyle inflation can be the enemy of wealth building.
08/24/2026

Lifestyle inflation can be the enemy of wealth building.

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
08/21/2026

Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.

Understanding the economy's cycles can help put current business conditions in better perspective.

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax ba...
08/19/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest a...
08/17/2026

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest article.

This article deals with how one might deal with a burdensome inheritance.

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
08/14/2026

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.
08/12/2026

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.

Keys to preparing to grow wealthy together.

Address

101 Commercial Street, Suite 400
Plainview, NY
11803

Telephone

+15164040734

Website

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