FOR IMMEDIATE RELEASE
BOULDER, CO – June 9, 2025 — Michael Brady, a nationally recognized wealth advisor and founder of Generosity Wealth Management, has officially launched Generosity Group (https://generosity-group.com/), a new umbrella organization designed to provide clients with a comprehensive, 360-degree approach to wealth, estate, and business transition planning. The Group includes three core service areas: Generosity Wealth Management, Generosity Estate Planning, and Generosity Business Exit Planning.
With over 30 years of experience in the financial services industry, Brady saw a growing need among clients for deeper integration and clarity across all areas of their financial lives. From investing to estate documents to business succession strategies, the stakes are too high for fragmented advice. His response: build a solutions-driven ecosystem of trusted services to help clients align their wealth with their values, purpose, and long-term goals.
“My clients aren’t just asking, ‘How much is enough?’ They’re asking, ‘How do I live a life that matters?’” says Brady. “Generosity Group was born from that deeper question. It’s not just about managing money—it’s about giving people the tools, strategies, and support to live and leave a legacy they’re proud of.”
Generosity Wealth Management remains the flagship firm, focused on comprehensive financial planning and investment management. Generosity Estate Planning brings personalized, attorney-backed estate planning services under one roof, making it easier for clients to protect their families and assets without the usual legal runaround. Generosity Business Exit Planning caters to business owners who are planning their transition or retirement—helping them maximize business value, reduce tax burdens, and exit with confidence and clarity.
Each branch of Generosity Group shares Brady’s core belief: that wealth should be a tool for possibility—not stress. By eliminating silos between financial, legal, and strategic planning, clients gain a full-picture plan built on trust, integrity, and expert insight.
This integrated model reflects Brady’s commitment to continual growth and industry leadership. As a member of Ed Slott’s Elite IRA Advisor Group and the Strategic Coach entrepreneur program, he stays on the cutting edge of advanced financial strategies—and brings that knowledge directly to the clients he serves.
About Generosity Group
Generosity Group is a family of financial services firms founded by Michael Brady to provide individuals, families, and business owners with fully integrated solutions that align wealth with purpose and possibility. Through expert financial planning, tailored estate strategies, and high-impact business exit planning, the Group helps clients find clarity, confidence, and freedom in every stage of life.
Learn more at https://generosity-group.com
Media Contact:
Sara Russell
sara@intramuse.com
303.570.2083