Generations Retirement Group, LLC logo

Generations Retirement Group, LLC

Updated today

Client AUM

$37,688,215

Clients

202

Advisors

2

of 4 employees

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

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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

45 Braintree Hill Office Park, Suite 302

Braintree MA 02184

Advisors at this office

2

Most active in

Massachusetts · Texas

Also doing business as

Generations Advisory Group, LLC · Generations Retirement Group, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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 eight years of industry experience. His previous roles include positions at AE Wealth Management, Citizens Securities, and MassMutual Life Insurance Company. He serves as a board member for My Brother's Keeper Food Pantry, where he contributes by maintaining the organization's social media. 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. The firm’s investment process is goal- and risk-driven, incorporating multiple approaches and conducting at least quarterly account reviews.

General retirement planning
user avatar

David C

Series 63, Series 65

Braintree, MA

Generations Retirement Group, LLC

David Corman is a financial advisor at Generations Retirement Group, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes two years at AE Wealth Management, LLC before returning to Generations Retirement Group, where he has been involved since 2011, including insurance sales and services. Generations Retirement Group provides investment advisory and managed-account services to individual and high-net-worth clients, using a goal- and risk-driven approach with tailored asset allocation strategies. The firm supports discretionary and non-discretionary management and employs methods such as asset allocation, dollar-cost averaging, and technical analysis.

General retirement planning
View complete list of advisors at this firm
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