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
Market Perspective: Why the Long View Matters More Than Any Single Quarter
After a strong first half of 2026, the third quarter was relatively flat. Wealth Advisor Autumn Davidson looks beyond the short-term numbers to explore market history, time horizon and what really matters when evaluating your financial progress.
Perfect Clients, Shared Values and a Practice Built Around Generosity
What makes someone the “perfect” client for a financial advisor? Michael Brady joins Frank LaRosa on Advisor Talk to discuss the experiences that shaped Generosity Wealth Management, why the right advisor-client fit matters and how thoughtful financial planning can help create possibilities beyond the portfolio.
Why I Keep Going Back: Reflections from Camp Dreamland 2026
After seven Camp Dreamland experiences, Michael Brady has learned that camp is about much more than giving children two weeks to simply be kids. He reflects on the relationships that keep bringing him back to Ukraine—and the year-round work that continues long after camp ends.
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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