I Am Taking New Clients

A few weeks ago 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 a few weeks ago.



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