The Guidance You Need as You Work Toward a Happy, Healthy Long-Term Relationship with Your Money


Our Philosophy


Together we’ll define what you want your wealth to accomplish.


Once goals have been determined, we’ll create a plan to help get you there, while allowing you to sleep easy at night.


We will guide you on how to stay consistent and disciplined as we strive to achieve your financial goals.

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Generosity Wealth Updates

2021 Year End Review

2021 Year End Review

Humility, like gratitude, is not so much a technique as it is a way of life." - Ed Latimore. New Year, same tried and true financial plan. While your goals may change, having a steady and reliable plan is crucial all year round. In our latest video, Generosity Wealth...

2021 End of Quarter 3 Updates

2021 End of Quarter 3 Updates

t’s important to keep the big picture in mind when looking at your financial investment portfolio performance. The first 6 months of 2021 were good, the last 3 have been pretty much break even and the final 3 months of the year have yet to be determined. While things are positive in the unmanaged stock market index and bonds and zero in the cash/CDs, when we look at the big picture we see that we need to stay the course and remain confident in our long-term plan.

Every year there is a reason for there to be pessimism, if pessimism is what you’re looking for, conversely the same is true for positivity. The future is unknown, however our attitude and resolve doesn’t have to be.

2021 End of Quarter 2 Updates

2021 End of Quarter 2 Updates

There are so many things to feel optimistic and positive about, and conversely there are so many things to be pessimistic about. Which you focus on is your choice. We are inundated with data and noise about what’s important and while we could run ourselves in circles trying to address each thing, it’s more important to identify the two or three things that will make the biggest impact in our lives and focus on those.

Put Your Wealth to Work for You

885 Arapahoe Ave.
Boulder, CO 80302

Let’s test our compatibility, connect with us today for a complimentary phone consultation.

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