“When I let go of what I am, I become what I might be.” — Lao Tzu
At Generosity Wealth Management, reinvention and growth have always been core to our approach, from our founding in Boulder to becoming one of Colorado’s leading wealth management firms. After over 30 years of helping clients achieve financial peace, Mike Brady is excited to take the next step in expanding Generosity Wealth’s future by welcoming a new partner, Annie Everhart. With a shared commitment to personal service and long-term planning, Mike and Annie are set to build on Generosity Wealth’s legacy of excellence, now with an added Fort Collins presence to better serve clients throughout Colorado.
Transcript
Mike Brady, Generosity Wealth Management, a comprehensive, full service financial services firm headquartered in Boulder, Colorado.
So, today, I want to talk about reinventing yourself. I mean, as I look back on the 55 years of my life, I realize that every once in a while, I think to myself, “how can I be better? How can I continue to improve? Because I don’t want to plateau.”
And I think the same thing with my businesses.
Now, a lot of you might not know, but I just want to give an example that a lot of people call me Brady. A lot of my close friends call me Brady and have for years, even though in my professional life, most people call me Mike. I’ll be honest with you, I don’t really care if you call me Mike, Mike Brady, Brady, whatever. But that’s just one example of you get to choose your life. You get to choose how you interact with other people and how you reinvent yourself and make yourself even better going forward.
For the next 15 years, I really want to think about how I can improve Generosity Wealth Management. Of course, the new Generosity Estate Planning–I’m excited to talk to you about it more in the coming months. And Generosity Business Exit Planning–which I’ll talk about more in 2025.
In order to move Generosity Wealth Management forward over the next 15 years, I probably can’t do it alone. Not probably–I know that I can’t do it alone. And because of that, I found a great partner. And fortunately, she’s sitting here right next to me. And, you know, for many years, she went by Ann, but she actually prefers Annie. So that’s just another example of–you get to choose how you reinvent yourself.
So, as we reinvent Generosity Wealth Management and take it to the next level, Annie is going to be a part of it.
So, Annie, I was wondering if you could talk for, you know, for a few seconds, for a minute or so about why you decided to join generosity wealth management.
Annie: Yeah, well, there’s a lot of reasons, but to distill it down, I really want my clients to go on the same client journey that you’ve taken yours on. You run a practice that I’m really inspired by. Your philanthropic impact that you have and the lifestyle that you have around your business and the way you operate with your clients is something that I’m really inspired by, and that’s why I’m joining your team.
Mike: Well, I’m really excited to work together going forward. I know that your clients are going to remain your clients. My clients are going to remain my clients. Maybe we will have joint clients together. We’ll work for their betterment. But your clients are yours, mine are mine, and we’ve now got a Fort Collins office, which is where you’re based. I’m in Boulder. And so together we can do really good things.
So I’m glad that you’ve agreed to come on board and looking forward to what we can do together. Can’t wait. Thank you.
Mike and Annie: Bye, guys. All right. Bye, everyone. Bye.