The Guidance You Need as You Work Toward a Happy, Healthy Long-Term Relationship with Your Money
Our Philosophy
Goals
Together we’ll define what you want your wealth to accomplish.
Plan
Once goals have been determined, we’ll create a plan to help get you there, while allowing you to sleep easy at night.
Discipline
We will guide you on how to stay consistent and disciplined as we strive to achieve your financial goals.
Featured In
Generosity Wealth Updates
2019 Year-End Review
"Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves." - Peter Lynch The big lesson for 2020, because it is an election year, is to keep our politics out of our...
Humility About The Future
There are no absolutes in life. When you find yourself making absolute statements, check yourself – are you experiencing a bias or do you need to have some humility about what you’re saying? Then take the next step, which is questioning, is this bias is this helping me or hurting me and is it true?
End of Quarter Review
"Optimism is Pessimism about the dangers of Pessimism" -Tyler Cowen I recorded this month’s video on Monday September 30th, the last day of the quarter. Not only do I give a recap of what happened in the 3rd quarter, but I also reference my previous two newsletters...
Put Your Wealth to Work for You
885 Arapahoe Ave.
Boulder, CO 80302
303-747-6455
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.
Generosity Wealth Management
885 Arapahoe Ave.
Boulder, CO 80302
303-747-6455
mike@generositywealth.com
SMALL PRINT
Check the background of this investment professional on FINRA’s BrokerCheck
Registered Representative of and securities offered through Cambridge Investment Research, Inc. Member FINRA/SIPC to residents of: Alaska, Arizona, California, Colorado, District of Columbia, Florida, Indiana, Massachusetts, Michigan, Nevada, New Jersey, New Mexico, New York, Tennessee, Texas, US Virgin Islands, 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.