At Generosity Wealth Management, our commitment to straightforward and respectful interactions ensures you feel heard, valued, and confident about your financial future.
Effective communication is the foundation of a strong financial partnership. We believe in proactive, transparent conversations—so you’re never left in the dark. Watch this short video from Annie Everhart as she shares how our commitment to clear and respectful communication sets us apart.
Transcript
Annie Everhart with Generosity Wealth Management
Today I wanted to talk to you about one of our core values as a firm, which is clear, proactive communication. We are committed to providing straightforward, respectful, and frictionless interactions with our clients, making sure that we know and you know that details matter and all of our clients can leave each interaction with a sense of hope and confidence. A lot of clients have come to us after having left a previous advisor, and in many cases the reason they said they left is because they never heard from their advisor and that this is something that they know they can get from us, so people aren’t necessarily seeking us out for the highest returns or some promise to beat the market. It’s really about the relationship, and communication is such a big part of that. So we cut through the jargon. We like to make our communication with you really clear and straightforward, easy to understand. We also believe in being really proactive rather than reactive and making sure we’re reaching out just to check in on you, reminding you that we’re here for you, checking in on your goals, are we on track, do we need to make some tweaks, and also making sure that we communicate with complete transparency. So, whether that’s no hidden fees or leaving questions unanswered for you, if something comes up in conversation, we don’t know the answer right on the spot. We are committed to getting that answer for you so our clients know we are here from them. We always return their calls and emails, and we like to be proactive to beat them to the punch. So again, we are here for you, and we plan to continue to be, and if there’s anything you need, please reach out, but hopefully we’ll anticipate that need and reach out first. Thanks for listening, and I hope you have a great day!