Generosity Wealth Management

About US

Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver. – Ayn Rand

Generosity Wealth Management puts you back in the driver seat, empowering your financial journey. Together, we will implement strategies to help you grow, preserve and provide.

Wealth Manager

A Passion for People

Generosity Wealth Management was formed in 2008 by founder Michael Brady. Fueled by the Great Recession, Michael wished to create a firm that could bring a sense of confidence back to personal finance and help clients create financial futures in which they could be generous with themselves, with their families, and with their communities, both local and global. To make this happen, Michael seeks out clients who are serious about their financial goals, people with whom he can work long term to add value.

Together, Michael and his clients identify realistic life goals such as “wanting to retire and spend time with the grandkids,” or “wanting to vacation in Hawaii every winter,” or “not wanting to run out of money before death” and visualize what that truly means in their situation. He then works with them to continually visualize success. At the core of achievement is consistency; emotional practicality and a steadfast resolve are necessities to weather the short-term in pursuit of the long-term vision.

Mike and his clients work together to identify goals and create a plan for achieving them, remaining disciplined along the journey.

Founder

Michael Brady

Mike Brady Generosity Wealth Two Time Black Belt Achievement

Work hard. Play hard.

Over the past two decades, Michael has served in a wide range of investment roles:

Brokerage Firm; May 1996 to November 2006 – Vice President, Secretary, and Principal of a firm registered with the NASD (now FINRA)
Mutual Fund; December 2003 to November 2006 – Chief Financial Officer, Treasurer, and Secretary of a publicly registered mutual fund
Author — two booklets Avoid Pitfalls and Traps When You Receive Your Retirement Distribution and Estate Planning Made Simple

On a personal note, Michael has been married for over 25 years and has been a Boulder resident for 25 plus years. He enjoys running, is an avid reader and has found great success with martial arts Krav Maga and Muay Thai Kickboxing, going so far as to earn multiple black belts. His philanthropic endeavors revolve around products for the developing world, homelessness, abject poverty, and genocide reconciliation.

Check the background of this investment professional on FINRA’s BrokerCheck.

TOGETHER

The Generosity Wealth Team

KNOWER OF ALL THINGS
Felicia Aplara

Felicia Aplara, Generosity Wealth Management

Felicia started her career in the financial industry in 2014 at Cambridge Investment Research, where she grew as an assistant and person for over 4 years. Since December 2018, she has been working independently as a virtual assistant for a small group of financial advisors. She enjoys assisting them with day-to-day tasks and servicing their clients’ needs. The passion for supporting small businesses and bettering client lives drives Felicia to develop efficient and effective processes to help grow and maintain financial advisors’ businesses and enrich their clients’ lives.

Felicia resides in Southeastern Iowa, where she was born and raised. When she is not focused on supporting her clients and theirs, she enjoys spending time in her garden and working on various projects around the homestead with her husband and their three dogs–Dixie, Benny, and Rosco.

champion of knowledge
Sara Russell

Sara Russell, Generosity Wealth Management

Sara’s 17+ years of design, marketing, and communication skills come together to amplify the Generosity Wealth Management mission in a way that facilitates understanding and communicates in a meaningful way.

Sara’s got the perfect blend of business and design expertise to transition between strategy and action seamlessly. She has received numerous awards for design, photography, and marketing campaigns implemented throughout her career. As a keen problem solver, she is delighted to work with clients on strategies that address their challenges while employing mindful marketing best practices.

She serves clients across the US and Canada in the financial, real estate, nonprofit, music, construction, and health and wellness industries.

Sara’s superpower is the ability to have an entire conversation completely in The Office GIFs.

seeker of knowledge
Autumn Davidson

Autumn Davidson, Generosity Wealth Management Seeker of Knowledge

Autumn Davidson is our intern here at Generosity Wealth Management. She is a senior at the Leeds School of Business studying Finance and Real Estate, and she is a member of the Leeds Scholars Program, a selective professional development program centered around community outreach and global experiences. Autumn’s favorite part of working at GWM are her meetings with the team members, where she gets to learn and laugh all at once. Outside of work and school Autumn enjoys hiking, weight lifting, painting, and cooking dinner for her friends.

Giving Back

Philanthropy

Treasurer of the Board

Frontier Horizon exists to bridge the gap between a vulnerable child and your sincere desire to help.

“Through our hosting program we make it possible for disadvantage children to come to the US and Canada. These experiences open a world of opportunity for the kids we serve. Our International Impact Trips have proven to be deeply transformative. These close encounters with impoverished and vulnerable children reorient the mindset of North Americans towards the needs of the poor. We supply food, clothing, medical care, and educational support for those in need. Alleviating some of the suffering endured by the poor is the hope and dream behind Frontier Horizon.” Dr. Rosini

Treasurer of the Board

The Boulder Rotary Club Foundation raises funds to further the work of the Boulder Rotary Club on local and international levels in support of our world community service projects. The Foundation also works to educate Club members about the need for funds and recognizes Club members’ donations.

Board Member, Board of Directors

Lambda Chi Alpha embraces men regardless of background and differences and empowers them to become a better version of themselves by finding their reason for being. From day one, members are treated as equals and fully experience Lambda Chi Alpha and learn what it means to lead with loyalty and purpose. The fraternity believes that sacrifices borne from service build character and strength in the men who bear them.

Former President, Board of Directors

Rotary members are neighbors, friends, and problem-solvers who get together to share ideas, join other community leaders, and to take action and create lasting change across the globe.