Generosity Wealth Management
Company

Generosity Wealth Management

Financial Services Boulder, Colorado, United States 3 employees
Employees
3
Contacts
1
Emails
1
Phones
1

Generosity Wealth Management Overview

Headquarters
Boulder, Colorado, United States
Industry
Financial Services
Employees
3
Founded
2008
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Generosity Wealth Management

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.

Generosity Wealth Management Contact Details

People in AeroLeads
3
With contact data
1
Email contacts
1
33.3% coverage
Phone contacts
1
33.3% coverage

Generosity Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Felicia Aplara Client Services & Operations Manager
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Lindsay Brooks Wealth Management Intern @ Generosity Wealth Management - Finance
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Michael Brady, Cepa, Cvga President, Generosity Wealth Management
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Employees by Management Level

Executive 1 profile
Manager 1 profile
Individual contributor 1 profile
Intern / trainee 1 profile

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