GEN Group

GEN Group – private client & retirement plan advisory services

At GEN Group, our focus is on enhancing the financial health of individuals and plan sponsors, using a generational approach to best serve the wide range of our clients and plan participants.

For individuals & families:

Our work with private clients and retirement plan participant’s centers on creating a personalized, wealth planning process that addresses the unique needs of individuals and families. Some of our services include:

Analysis of savings & spending strategies to improve financial health
Exploring options for generating income in retirement
Preparing for college and major expenses
Investment and portfolio strategies to support lifestyle and retirement We recognize the distinct generational issues that are faced by individuals and families.

Our practice is structured to provide advice and financial wisdom on a variety of issues that one encounters throughout their life and career. Learn more.

For plan sponsors:

Our work with plan sponsors centers on effective plan design and management, transparency of fees and a customized employee experience that helps offer significant value. Our team works with you to deliver these results by:

Quarterly plan review and analysis
Investment fund monitoring
Custom employee education and one on one guidance
Plan operations, conversion, fiduciary support

Our comprehensive approach helps organizations reinforce the value of their retirement benefits to employees and produces measurable results to the core retirement benefit objectives for the organization. Learn more.

Our credentials and awards

Gen Group at RBC Wealth Management is committed to providing our expertise and experience on financial and investment topics. Our financial advisors have multiple credentials and have been nationally recognized for excellence and commitment to the retirement advisory industry.

Matthew Lanham – Certified Financial Planner®, Certified Investment Management Analyst®, Chartered Financial Consultant®, Certified Plan Fiduciary Advisor®
Michael Aylward – MBA in Finance, Chartered Retirement Plan Specialist®, 2018, 2019, 2020 Financial Times 401 Top Retirement Advisors
Natalie Miller – Certified Financial Planner®
Nicole Aguinaldo – Chartered Retirement Plan Specialist®

To learn more about how the GEN Group can work with you, please contact us today.

The 2020 Financial Times "Top 401 Retirement Advisors" award was announced October 2020. Data as of 12/31/2019. The award is an independent listing produced annually by the Financial Times. The FT 401 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. Criteria for the award includes defined contribution (DC) plan assets under management, growth in DC plan business, specialization in the DC business, years of experience, industry certifications and compliance record. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

The 2019 Financial Times "Top 401 Retirement Advisors" award was announced October 2019. Data as of 12/31/2018. The award is an independent listing produced annually by the Financial Times. The FT 401 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. Criteria for the award includes defined contribution (DC) plan assets under management, growth in DC plan business, specialization in the DC business, years of experience, industry certifications and compliance record. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

The 2018 Financial Times "Top 401 Retirement Advisors" award was announced September 2018. Data as of 12/31/2017. The award is an independent listing produced annually by the Financial Times. The FT 401 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. Criteria for the award includes defined contribution (DC) plan assets under management, growth in DC plan business, specialization in the DC business, years of experience, industry certifications and compliance record. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

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Let us help you grow more than wealth

Welcome to GEN Group

How we serve you:

GEN Group – private client & retirement plan advisory services

For individuals & families:

For plan sponsors:

Our credentials and awards

GEN Group: About us – Private wealth services

GEN Group: About us – Retirement plan services

Our latest presentation

15 minutes with GEN Group

2022 year-end checklist

Latest Insights

Pondering a U.S. policy potpourri

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