Generosity Wealth Management
Financial Services - Boulder, Colorado, United States
Generosity Wealth Management Employees
Generosity Wealth Management Details
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.
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