Generosity Wealth Management
CASE STUDIESThe best financial plans are rooted in real life. Our clients come to us with unique goals, challenges, and opportunities—and we work together to create thoughtful, personalized strategies that align wealth with purpose and possibility.
Overcoming Market Fears with Strategic Planning
A client nearing retirement feared market volatility and kept assets in low-yield accounts. We guided them toward a diversified, balanced portfolio that delivered steady long-term growth. With education and ongoing support, they gained confidence and reached their retirement goals.
Tailoring Retirement Variables for Success
An older client feared their savings wouldn’t support retirement. Through retirement analysis, we adjusted savings and timing to strengthen their plan. The result: improved security, confidence, and a clear roadmap for the years ahead.
Building a Financial Foundation for a Young Family
A young couple sought balance between saving for retirement, funding education, and protecting assets. We secured insurance, set up a Roth 401(k), 529 plan, and liquid investments. The result: a strong, adaptable foundation that grows with their family’s needs.
Enhancing Liquidity in an Illiquid Portfolio
A prior advisor left the client concentrated in illiquid real estate. We executed quarterly redemptions and reinvested proceeds into liquid, long‑term holdings. The result: a diversified, goals‑aligned portfolio with better access to cash and greater control.
Eliminating Capital Gains Through Strategic Gifting
Client Background A client, the only child of a parent, held a significant stock position with substantial capital gains, accumulated over many years. Challenge Selling the stock would trigger significant capital gains taxes, reducing the client’s net proceeds. They...
Reducing Medicare Premiums Through Qualified Charitable Distributions
For one retired couple, required minimum distributions were unintentionally raising their Medicare costs. By using Qualified Charitable Distributions (QCDs), they were able to keep supporting their favorite causes while lowering taxable income and avoiding costly IRMAA surcharges. The result? Thousands saved each year and a tax-smart giving strategy that preserved their wealth for the future.
Put Your Wealth to Work for You
303-747-6455
HEADQUARTERS
885 Arapahoe Ave.
Boulder, CO 80302
Generosity North
Dubois, Wyoming
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