Generations Retirement Group, LLC

Updated today

Find your advisor

Client assets under management

$37,688,215

Clients

202

0% high-net-worth

Advisors

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

101

Very High

Average account size

$186,575

About

Generations Retirement Group provides investment advisory and managed-account services to individual and high‑net‑worth clients, offering tailored asset allocation and written investment strategies that may include cash, ETFs, and bonds. The firm supports both discretionary and non‑discretionary management and may recommend unaffiliated sub‑advisors to manage some or all client assets.

The firm’s investment process is goal‑and risk‑driven, incorporating time horizon and a mix of approaches such as asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchases; accounts are reviewed at least quarterly and clients receive periodic reporting. Fees are asset‑based and include consulting and, where applicable, sub‑advisor services; GRG emphasizes ongoing suitability reviews and recommends clients consult tax professionals about tax implications.

Noteworthy distinctions in the brochure include disclosure that firm representatives may also be licensed insurance agents and, when acting in that capacity, can offer commissionable products (with up to half of an advisor’s time potentially spent on insurance activities), a potential source of conflict the firm addresses in its policies. The brochure also highlights operational details that are less common among peers: as of February 26, 2026 the firm reported all assets under management on a non‑discretionary basis, and it discloses use of service providers that employ artificial intelligence/machine‑learning components and the attendant risks.

Client services

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

General retirement planning

Fee options

Percentage

$0 - $250,000: 1.35% $250,000 - $500,000: 1.10% $500,000 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.95% $3,000,000 - $5,000,000: 0.85% $5,000,000+: 0.80%

Main office location

Generations Retirement Group, LLC

45 Braintree Hill Office Park, Suite 302

Braintree MA 02184, United States

Number of offices

Most active in

Massachusetts · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Website (781) 535-6133

Advisors at this firm

Matthew D

Series 63, Series 66

Braintree, MA

Generations Retirement Group, LLC

Matthew Di Ruggiero is an investment advisor representative at Generations Retirement Group, LLC with seven years of industry experience. He has previously worked at AE Wealth Management, Citizens Securities, MML Investors Services, and MassMutual Life Insurance Company. Outside of his advisory role, he serves as a board member for My Brother's Keeper Food Pantry, where he maintains social media communications. Generations Retirement Group, LLC provides investment advisory and financial planning services to individuals and high-net-worth clients. The firm offers discretionary and non-discretionary managed account programs, tailoring advice based on client objectives, time horizon, and risk tolerance, and conducts quarterly account reviews.

General retirement planning

David C

Series 63, Series 65

Braintree, MA

Generations Retirement Group, LLC

David Corman is a financial advisor at Generations Retirement Group, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at AE Wealth Management, LLC before returning to Generations Retirement Group, where he has been involved since 2011. In addition to advisory services, he is a licensed insurance agent engaged in insurance sales. Generations Retirement Group, LLC is a registered investment adviser serving individuals and high-net-worth clients with tailored investment advisory and financial planning services. The firm offers managed account programs and employs strategies including asset allocation, dollar-cost averaging, and technical analysis, with accounts reviewed quarterly and Fidelity recommended as custodian.

General retirement planning

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support