Generosity Wealth Management
How We Partner with You

We are dedicated to building trust, fostering empowerment, and creating meaningful impact for our clients and community.

At Generosity Wealth Management, we believe financial success isn’t just about investments—it’s about having a well-defined plan, proactively navigating potential obstacles, and staying focused on what truly matters to you. Our approach is built on clarity, communication, and long-term relationships, ensuring that every step of your financial journey is intentional and aligned with your goals.

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Clarity & Planning: Defining Success on Your Terms

Success begins with a clear vision. We work with clients to define their goals, understand their current financial landscape, and develop a customized plan to bridge the gap between today and the future they envision.

  • 80% of achieving financial success is clearly defining goals and having a plan to reach them.
  • We prioritize a holistic approach, helping clients structure their finances around their values and aspirations.
  • We work with individuals at all stages of life, but a key requirement is a serious commitment to achieving financial goals.

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Navigating Life’s Uncertainties: Proactive Problem-Solving

Financial plans are only as strong as their ability to adapt to life’s challenges. We proactively address the "speedbumps" that could derail progress—whether it's a job loss, market downturn, unexpected medical expenses, or a shift in life circumstances.

  • We identify and prepare for potential risks, including loss of income, disability, and longevity concerns.
  • Our planning goes beyond investments, focusing on the real reasons people fall short of their financial goals.
  • We aim to ensure clients have strategies in place to stay on track, no matter what life throws their way.

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Investments: To Support Your Plan

Investments are an important tool, but they are not the only factor in financial success. We take a comprehensive approach that integrates tax planning, estate considerations, and long-term sustainability to ensure clients maximize their wealth in a way that supports their life goals.

  • The difference between financial success and failure is rarely about choosing Investment A over Investment B—it’s about having a solid plan and following through.
  • We provide personalized tax strategies, including tax-loss harvesting, to help minimize liabilities.
  • Estate planning considerations ensure that wealth is protected and passed down according to each client’s wishes.

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Trusted Advisors for the Long Haul

Our role extends beyond traditional financial advising—we are lifelong partners, much like a family doctor or attorney. We believe in fostering relationships based on trust, clear communication, and a shared commitment to long-term success.

  • We provide straightforward, no-drama communication and ensure every interaction is clear and productive.
  • Advisors are available as life changes, providing guidance without unnecessary friction.
  • We build relationships designed to last, walking alongside our clients through every stage of their financial journey.

Advisors and clients go through life together. We build relationships based on trust, guidance, and commitment.

What You Can Expect

Great financial planning starts with clarity, trust, and a strong partnership. This simple three-step process ensures a personalized approach tailored to your unique goals and circumstances. From the first conversation, the focus is on understanding your vision for the future, identifying potential challenges, and crafting a strategy that aligns your wealth with your purpose. Whether you’re starting your financial journey or refining an existing plan, each step is designed to provide clear communication, expert insights, and a commitment to long-term success.

Here’s what to expect:

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Step 1: Introductory Call (15 min)

Quick call to determine if our approach aligns with what you need.

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Step 2: First Meeting – Getting to Know Each Other

  • A high-level conversation about your present, your future, and how to bridge the gap.
  • Compatibility check: Do our personalities align? Can we solve your concerns?
  • If it makes sense to move forward, you’ll share financial details for analysis.

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Step 3: Retirement Analysis & Personalized Plan

  • What you have now → How much you’re adding → Growth projection → Sustainable withdrawal planning
  • Focus on controllable variables: contributions, withdrawal timing, and spending.
  • Acknowledge uncontrollable variables: market returns, lifespan, and unexpected life events.
  • Discuss tax planning, estate planning, and investment strategies.
  • Review your retirement analysis.
  • Identify risks (speedbumps) that could derail your goals.
  • Jointly decide whether Generosity Wealth Management will implement next steps

Our Specialties: Expertise That Aligns with Your Life

At Generosity Wealth Management, we recognize that each client’s financial journey is unique. That’s why we offer specialized expertise tailored to the distinct needs of business owners, families, and individuals navigating major life transitions. Our team brings deep experience, personal passion, and a commitment to long-term success, ensuring that financial planning is not just about numbers—but about real lives, aspirations, and legacies.

Financial Guidance for Business Owners

Business owners face unique financial challenges, balancing personal and professional wealth while planning for both the future of their business and their personal financial security.

We help business owners align their business finances with their personal goals, ensuring a seamless transition from business income to long-term wealth accumulation.

Our experience includes strategies for tax efficiency, succession planning, and optimizing investments to support both business growth and personal retirement.

Whether you’re scaling your business, preparing for an exit, or managing day-to-day financial complexities, we provide clarity and strategic insight to keep you on track.

Guidance When Life Changes — and Your Finances Need to Follow

Life rarely moves in a straight line. Whether you're navigating the loss of a spouse, the death of a parent, a career shift, or the transition into retirement, these moments bring emotional and financial complexity. At Generosity Wealth Management, we specialize in helping clients adapt their financial strategies to align with life’s major turning points.

As a member of Ed Slott’s Elite IRA Advisor Group, Mike Brady brings expert-level insight to decisions that matter most during these transitions—especially when retirement accounts are involved. We help you understand and make the most of opportunities related to:

  • Losing a spouse or parent: Understanding inherited IRAs, required minimum distributions (RMDs), and tax-efficient beneficiary strategies.

  • Changing jobs: Managing rollovers, 401(k) decisions, and whether Net Unrealized Appreciation (NUA) strategies could apply.

  • Retirement planning: Calculating your RMDs, considering Roth IRA conversions, and preparing for lump-sum distributions the smart way.

Our role is to walk with you through the uncertainty—and help bring clarity, structure, and purpose to your next chapter.

Supporting Families Through Adoption

For families navigating the adoption process, financial planning plays a critical role. Our deep understanding of the financial and emotional aspects of adoption allows us to provide thoughtful, personalized guidance.

Michael, having been adopted himself and serving on the board of an international adoption organization, brings a unique perspective and passion for helping adoptive families.

We assist families in understanding the financial implications of adoption, including tax credits, grants, and long-term planning for a child’s future needs.

Whether you are in the early stages of adoption or planning for your adopted child’s education and security, we help ensure a smooth financial journey.

Michael Brady posing with arms folded, smiling slightly at the camera.

A Commitment to Long-Term Relationships

Our firm is built on relationships, not transactions. We value partnerships with individuals and families who are committed to long-term success and shared financial vision.

  • Like a trusted family doctor or attorney, we act as financial counselors, walking with our clients through every stage of life.
  • We believe in fostering meaningful, lifelong relationships based on trust, transparency, and proactive guidance.
  • Our commitment extends beyond wealth management—we are here to support our clients through major life changes, challenges, and achievements.

At Generosity Wealth Management, our specialties are more than areas of expertise—they are a reflection of our values, passions, and dedication to helping clients build wealth with purpose and possibility.

Put Your Wealth to Work for You

303-747-6455

HEADQUARTERS
885 Arapahoe Ave.
Boulder, CO 80302

Generosity North
Dubois, Wyoming

Let’s test our compatibility, connect with us today for a complimentary phone consultation.

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