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
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.
Aligning Wealth with Purpose & Possibility: Michael Brady on Values-Driven Advice, Adoption Advocacy & AI
Generosity Wealth Management founder Michael Brady joins Suzanne Syracuse on Focused on the Future to discuss aligning wealth with purpose, his unique niche serving adoptive families, and how AI tools free up time for deeper client relationships. He also shares his hands-on work with orphans in Ukraine, highlighting the ripple effect that thoughtful financial advice can create.
Celebrating Janelle Lind: Spirit of Cambridge Award Winner
We’re proud to celebrate Janelle Lind of Preferred Partners, recipient of the Spirit of Cambridge Award. A trusted partner to Generosity Wealth Management, Janelle exemplifies what it means to align wealth with purpose and possibility—living her values both in her work and in her support of causes like Frontier Horizon.
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.
Check the background of this investment professional on FINRA’s BrokerCheck.