I have clients of all portfolio sizes, ages, employment, and stages of life.
What I like to do is make a difference in someone’s life. Frankly, it’s just as rewarding for me to work with a young couple who are serious about planning and saving for their future as it is to manage portfolios and wealth for business owners and retirees.
Don’t be shy. If you’re curious about whether we’d be a right fit, give me a call and we can talk. It would be a great honor.
I’m here to fulfill your wishes!
Here they are! Enjoy!!!!
Generosity Wealth Management Brochure
Many of you have asked who did my website. Neal Roberts over at Adrenaline Branding is the man! I’m very pleased with him and his firm, and would highly recommend you seek him out.
http://www.adrenalinebranding.com/
and here’s a link directly to all their contact information
http://www.adrenalinebranding.com/contact
Be sure to drop by name so he owes me big time (or at least a burger and a beer)!
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.
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!
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.
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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!