Where Wealth Aligns with Purpose & Possibility

Generosity Wealth Management empowers clients to live fully by aligning their financial choices with their values, enabling lives of purpose, generosity, and fulfillment. We manage the financial details, giving clients the freedom to focus on living a meaningful, abundant life.
Goals
Together, we’ll clarify what you want your wealth to achieve, aligning your financial aspirations with your deeper values and purpose.
Plan
With your goals defined, we’ll design a customized plan that guides your journey—helping you feel confident and at ease every step of the way.
Discipline
We’ll support you in staying focused and consistent, providing guidance and accountability as we work toward achieving your financial vision.
We are working to build a world where people find fulfillment and significance by confidently pursuing their dreams, empowered by financial clarity and lasting partnerships.
We envision a future of true wealth—happiness, resilience, and generosity—where our clients enjoy both the present and the possibilities of tomorrow.
Generosity Wealth Updates
Mastering the Fundamentals: Wealth, Purpose & Possibility
Market ups and downs are inevitable, but a solid financial foundation keeps you on track. In this post, Mike Brady shares timeless wealth management principles, insights on emotional investing, and a fresh look at how Generosity Wealth Management is evolving to align wealth with purpose and possibility.
Be Invested: Knowing Your Time Horizon
2024 was a remarkable year for markets, with positive returns across the board and significant technological advancements influencing economic trends. Mike Brady of Generosity Wealth Management reflects on the fundamentals that drive investment success and highlights the importance of aligning your strategies with your financial time horizon.
Humility in Financial Planning: Staying Grounded as the Future Unfold
In this video, Mike Brady of Generosity Wealth Management highlights the importance of humility in financial planning. Reflecting on decades of experience, he explores how staying grounded, filtering out noise, and avoiding emotional decision-making can help you navigate the uncertainties of the future while staying focused on your long-term goals. Perfect for year-end reflections and planning!
Put Your Wealth to Work for You
Boulder, CO 80302
303-747-6455
Let’s test our compatibility, connect with us today for a complimentary phone consultation.
Check the background of this investment professional on FINRA’s BrokerCheck.