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VerifiedFinancial Services· Founded 2017

Geneva Capital Management

At GCM, our objective is to provide individuals and families with simple, clear, & concise solutions to help put your mind at ease and accomplish your most important goals. 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. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. 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.

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HeadquartersPlainview, United StatesEmployees4(1 to 10)Founded year2017Websitegenevacm.comLinkedIn profileLinkedIn

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Top roles at Geneva Capital Management

3 distinct titles indexed · top 3 shown.

  • 2managing partner
  • 2wealth management intern
  • 1analyst

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