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
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.
Understanding Trump Accounts: What Families Should Know
What are Trump Accounts, and how do they work? In this month’s Market Commentary, Wealth Advisor Autumn Davidson provides an educational overview of this new type of tax-advantaged investment account for children, including eligibility, contributions, and key features families may want to understand.
Beyond Financial Success: Michael Brady Named a 2026 Invest in Others Volunteer of the Year Finalist
Michael Brady, founder of Generosity Wealth Management, has been recognized as a 2026 Invest in Others Volunteer of the Year Finalist for his longstanding service with Frontier Horizon. Learn how his commitment to generosity, stewardship, and purpose reflects the values that shape both his professional work and his impact around the world.
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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