I am taking new clients

Oct 7, 2011 | Behavioral Finance, Estate Planning, Financial Planning, GWM Firm Announcements, Market Commentary, Personal Finance, Retirement Issues

Last quarter a client of mine asked my permission to refer his friend to me. He didn’t want to offend me by giving out my business card without my okay.

I’m hereby giving everyone permission to offend me!

What this conversation led me to understand is that I haven’t done a very good job communicating that Generosity Wealth Management has the knowledge, infrastructure, and expertise to help out your friends, family, and those you care about.

I work with clients seeking to grow, preserve, and distribute their wealth in an efficient manner to ensure the well being of themselves, their family, and their community interests.

I’m here to help and treat every client and prospect as a member of my family.

In case you need a reminder about Generosity, here’s a video I did back in May.

Generosity Wealth Seminar Rescheduled to October

Sep 22, 2011 | GWM Firm Announcements

I made a little mistake with the date and venue for my seminar next week.

Come to find out, they were telling me the date was free when in fact it was already reserved–they were looking at the wrong month.

Therefore, I’m going to have my seminar in October, with a date to be announced. I’m thinking the 3rd or 4th week.

It will be very interesting and I’m hoping you will consider attending. I also highly encourage you to think about who you know (friends, neighbors, family, work colleagues) who would benefit from attending this seminar and meeting me.

My business is expanding and I grow due to referrals!

 

Generosity Wealth Seminar

Sep 16, 2011 | GWM Firm Announcements

I made a little mistake with the date and venue for my seminar next week.

Come to find out, they were telling me the date was free when in fact it was already reserved–they were looking at the wrong month.

Therefore, I’m going to have my seminar in October, with a date to be announced. I’m thinking the 3rd or 4th week.

 

I cordially invite you to come to my seminar Wednesday September 28th at 6pm at the Highland Building.

Click on the invitation above or the link below to download and RSVP.

Please bring a friend you’d like to introduce to me and my company!

 LINK TO PDF OF THE INVITATION

 

Dynamic Asset Allocation Coming Soon

Aug 26, 2011 | Dynamic Asset Allocation, GWM Firm Announcements

Within the next few weeks you’ll hear more and more about some of the enhanced investment management techniques here at Generosity Wealth Management.

There are different types of investment management strategies, and it’s my goal to have a portfolio of them for my clients.

That’s enough of a teaser for now, but more will be forthcoming in the next couple of weeks.

 

Asset allocation and diversification strategies cannot assure profit or protect against loss.  Past performance does not guarantee future results.

Dynamic Asset Allocation Coming Soon

Aug 15, 2011 | Dynamic Asset Allocation, GWM Firm Announcements

Within the month you’ll hear more and more about some of the enhanced investment management techniques here at Generosity Wealth Management.

There are different types of investment management  strategies, and it’s my goal to have a portfolio of them for my clients.

That’s enough of a teaser for now, but more will be forthcoming in the next month.

Asset allocation and diversification strategies cannot assure profit or protect against loss.  Past performance does not guarantee future results.

I Am Taking New Clients

Jul 6, 2011 | GWM Firm Announcements, Videos

A few weeks ago a client of mine asked my permission to refer his friend to me. He didn’t want to offend me by giving out my business card without my okay.

I’m hereby giving everyone permission to offend me!

What this conversation led me to understand is that I haven’t done a very good job communicating that Generosity Wealth Management has the knowledge, infrastructure, and expertise to help out your friends, family, and those you care about.

I work with clients seeking to grow, preserve, and distribute their wealth in an efficient manner to ensure the well being of themselves, their family, and their community interests.

I’m here to help and treat every client and prospect as a member of my family.

In case you need a reminder about Generosity, here’s a video I did a few weeks ago.