At least once a year I update my Form ADV with the State of Colorado.
What is that you ask? It’s a form and brochure that describes what Generosity Wealth Management is, who I am, and how we do business.
If you would like a copy, please click on the link below. For your reading pleasure, I also have included links to my privacy notices.
How exciting is all that?
Privacy Notice – Cambridge Investment Research
Privacy Notice – Generosity Wealth Management