The Guidance You Need as You Work Toward a Happy, Healthy Long-Term Relationship with Your Money
Our Philosophy
Goals
Together we’ll define what you want your wealth to accomplish.
Plan
Once goals have been determined, we’ll create a plan to help get you there, while allowing you to sleep easy at night.
Discipline
We will guide you on how to stay consistent and disciplined as we strive to achieve your financial goals.
Featured In
Generosity Wealth Updates
Building Community, One Legacy Project at a Time
How Boulder Rotary’s Newest Gift to the Museum of Boulder Reflects the Power of Investing in Something That Lasts Some investments are measured in dollars, while others are measured in the communities they help build. Earlier this summer, members of the Boulder Rotary...
Understanding Trump Accounts: What Families Should Know
What are Trump Accounts, and how do they work? In this month’s Market Commentary, Wealth Advisor Autumn Davidson provides an educational overview of this new type of tax-advantaged investment account for children, including eligibility, contributions, and key features families may want to understand.
Beyond Financial Success: Michael Brady Named a 2026 Invest in Others Volunteer of the Year Finalist
Michael Brady, founder of Generosity Wealth Management, has been recognized as a 2026 Invest in Others Volunteer of the Year Finalist for his longstanding service with Frontier Horizon. Learn how his commitment to generosity, stewardship, and purpose reflects the values that shape both his professional work and his impact around the world.
Put Your Wealth to Work for You
303-747-6455
HEADQUARTERS
885 Arapahoe Ave.
Boulder, CO 80302
Generosity North
Dubois, Wyoming
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