Generosity Wealth Management was formed in 2008 by founder Michael Brady. Fueled by the Great Recession, Michael wished to create a firm that could bring a sense of confidence back to personal finance and help clients create financial futures in which they could be generous with themselves, with their families, and with their communities, both local and global. To make this happen, Michael seeks out clients who are serious about their financial goals, people with whom he can work long term to add value.
Together, Michael and his clients identify realistic life goals such as “wanting to retire and spend time with the grandkids,” or “wanting to vacation in Hawaii every winter,” or “not wanting to run out of money before death” and visualize what that truly means in their situation. He then works with them to continually visualize success. At the core of achievement is consistency; emotional practicality and a steadfast resolve are necessities to weather the short-term in pursuit of the long-term vision.
Registered Representative, securities offered through Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Generosity Wealth Management, LLC and Cambridge Investment Research, Inc. are not affiliated companies.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 885 Arapahoe Avenue, Boulder,co 80302,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- generositywealth.com
- HQ
- Boulder, co
Generosity Wealth Management Questions
Generosity Wealth Management's website is generositywealth.com
Generosity Wealth Management's LinkedIn profile is https://www.linkedin.com/company/generosity-wealth-management
Generosity Wealth Management has
3 employees.
View email and phone details for 3
employees at Generosity Wealth Management.
Generosity Wealth Management's industry is
Financial Services
Generosity Wealth Management's top competitors are
Wellspring Capital Management,
Equitable Advisors,
Life Care Centers Of America,
Volta Talent Strategies.
Generosity Wealth Management's categories are Financial Services
Generosity Wealth Management's founding year is 2008
