Generosity Wealth Management empowers clients to live fully by aligning their financial choices with their values, enabling lives of purpose, generosity, and fulfillment. We manage the financial details, giving clients the freedom to focus on living a meaningful, abundant life.
Goals
Together, we’ll clarify what you want your wealth to achieve, aligning your financial aspirations with your deeper values and purpose.
Plan
With your goals defined, we’ll design a customized plan that guides your journey—helping you feel confident and at ease every step of the way.
Discipline
We’ll support you in staying focused and consistent, providing guidance and accountability as we work toward achieving your financial vision.
We are working to build a world where people find fulfillment and significance by confidently pursuing their dreams, empowered by financial clarity and lasting partnerships.
Featured In
We envision a future of true wealth—happiness, resilience, and generosity—where our clients enjoy both the present and the possibilities of tomorrow.
Generosity Wealth Updates
Gratitude, Growth, and the Power of Perspective
In his November video update, Mike Brady shares timely insights on the markets, emotional discipline, and the deeper meaning behind wealth — reminding us to stay focused on what truly matters.
Mike Brady Shares How AI Can Deepen Human Connection at the Financial Planning Advise AI Conference
Michael Brady joined a national panel at the Advise AI Conference in Las Vegas, sharing how AI tools like Jump and FP Alpha help deepen client relationships and strengthen trust through technology.
Finding Clarity Beyond the Headlines: A Long-Term View on Markets and Wealth
Markets rise, markets fall—but your goals are bigger than the headlines. Mike Brady shares why optimism and long-term perspective remain the keys to building wealth.
Put Your Wealth to Work for You
303-747-6455
HEADQUARTERS
885 Arapahoe Ave.
Boulder, CO 80302
Generosity North
Dubois, Wyoming
Let’s test our compatibility, connect with us today for a complimentary phone consultation.
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