Generosity Wealth Management
Frequently Asked Questions

“Money is but one venue for generosity. Kindness is an even more valuable currency.” – Alan Cohen

Generosity Wealth Management hears plenty of questions, these are a few of the top ones. If you have any others, please contact us directly and we’ll be happy to answer them.

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1. What is your philosophy on money management?
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2. Where do you add the most value?
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3. What is the role of investments?
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4. What kind of investments do you use?
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5. What kind of clients do you work with?
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6. What is your business background?
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7. What is your personal background?
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8. What do you do for fun?
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9. How are you engaged in the community?
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10. Is a retirement analysis important?
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11. What kind of “speed bumps” should I be aware of?
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12. What service expectations should a client have?
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13. What kind of staff do you have?
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14. Do you have clients all over the US?
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15. Why did you name your firm Generosity Wealth Management?

Put Your Wealth to Work for You

885 Arapahoe Ave.
Boulder, CO 80302
303-747-6455

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

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