FELLOW ROTARIANS
For those who serve their communities
Align Your Wealth With Purpose & Possibility
As a longtime Rotary member and past president, Mike Brady understands the responsibility that comes with leadership — in business, family, and community. At Generosity Wealth Management, we help Rotarians make confident financial decisions that support the life they’ve built and the legacy they want to leave.
Why Rotarians Choose Generosity Wealth Management
Shared values
Service above self isn’t a tagline — it’s how we approach financial planning, relationships, and stewardship.
Real Relationships
No call centers, no hand-offs. You work directly with Mike and a trusted advisory team.
Strategic, Not Sales-Driven
Advice designed to protect what you’ve built and position you for what’s next — without pressure or products pushed.
Purpose-Aligned Planning
Your wealth should support your family, your business, and the causes you care about.
Schedule a Complimentary Financial Goals Conversation
How We Support Rotarians at Every Stage
Wealth Management
For professionals, business owners, and retirees who want clarity and confidence.
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Investment strategy & portfolio management
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Retirement planning & income strategy
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Tax-aware planning & coordination
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Charitable & legacy giving strategies
Business Exit Planning
For business owners preparing for what’s next.
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Exit readiness & valuation awareness
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Succession planning (family or external sale)
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Reducing risk before transition
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Aligning exit with lifestyle and legacy goals
Estate Planning
For families who want their wishes honored and loved ones protected.
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Estate planning coordination
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Trust & beneficiary alignment
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Legacy and philanthropic planning
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Multi-generational conversations
About Generosity Group
The Generosity Group unites the expertise of Generosity Wealth Management, Generosity Estate Planning, and Generosity Business Exit Planning under one mission: to empower individuals, families, and business owners to achieve clarity, confidence, and purpose in every aspect of their financial lives.
By integrating strategic financial planning, legacy protection, and business transition guidance, our collaborative teams provide a holistic approach tailored to your unique goals and values. With shared leadership, a dedicated support network, and a deep commitment to your success, the Generosity Group ensures every piece of your financial picture works seamlessly together.
The Generosity Team
Michael Brady
Founder
Cassidy Murphy
Esquire
Felicia Aplara
Executive Assistant
Sara Russell
Brand Manager
An Invitation to start the conversation
Before strategies, numbers, or plans, we start with a conversation — one centered on your goals, values, and what matters most to you.
Whether you’re navigating business decisions, planning for the future, or simply looking for clarity, this introductory conversation is designed to help you explore what’s next and determine whether Generosity is the right fit.