Last quarter a client of mine asked my permission to refer his friend to me. He didn’t want to offend me by giving out my business card without my okay.
I’m hereby giving everyone permission to offend me!
What this conversation led me to understand is that I haven’t done a very good job communicating that Generosity Wealth Management has the knowledge, infrastructure, and expertise to help out your friends, family, and those you care about.
I work with clients seeking to grow, preserve, and distribute their wealth in an efficient manner to ensure the well being of themselves, their family, and their community interests.
I’m here to help and treat every client and prospect as a member of my family.
In case you need a reminder about Generosity, here’s a video I did back in May.
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The Dow Jones Industrial Average is an unmanaged, price-weighted index of 30 large capitalization stocks with dividends reinvested.
The Standard & Poor’s 500 Index (“S&P 500”) is an unmanaged, market capitalization weighted index of 500 widely held stocks, with dividends reinvested, and is often used as a proxy for the stock market.
The Nasdaq Composite is an unmanaged, market capitalization weighted index of stocks listed on the Nasdaq Stock Exchange, and are reported as price return without reinvestment of dividends.
Indexes are often used as a proxy for the stock market and cannot be invested in directly.
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Registered Representative of and securities offered through Cambridge Investment Research, Inc. Member FINRA/SIPC to residents of: Alaska, Arizona, California, Colorado, Florida, Idaho, Illinois, Indiana, Michigan, Nevada, New Mexico, New York, Rhode Island, Texas, and Wyoming.
Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Generosity Wealth Management, LLC and Cambridge Investment Research, Inc. are not affiliated companies.