Cultivating confidence through trust, transparency and results
Generosity Wealth Management is committed to helping clients more effectively meet the often conflicting goals they set for themselves, their families and the charities they believe in. We also help clients achieve the peace of mind from planning for the catastrophic losses that may occur in life.
- We pride ourselves on straight talk, demystifying investment strategies to ensure each client know what they bought and why.
- We deliver responsive, personal attention on our client’s terms for the right level of assistance to keep them informed and in control.
- We provide full disclosure of our investment process, holdings, and fees applied, with no conflicts of interests. No proprietary products will be recommended to compromise objectivity.
We work with your attorney, accountant and other advisors to ensure effective development and implementation of strategies, while sharing our expertise in the areas of tax, retirement, estate planning, insurance, and trust administration.