When a loved one passes away, a business is sold, or retirement becomes reality, you’re suddenly faced with financial questions you’ve never answered before—What do I do now? Will I run out of money? Is my wealth doing all it can do? The complicated web of financial decisions can become overwhelming, turning your confidence into uncertainty.
At Generous Wealth Advisors, we’ll help you see beyond the numbers—and instead see money as a valuable tool that can bring joy, fulfillment, and freedom to your life and the lives of those around you.
At Generous Wealth Advisors, we offer our clients a wide spectrum of wealth management services designed to align with your unique values and goals. From personalized wealth management and strategic retirement planning to investing and proactive tax optimization, our solutions provide the clarity and confidence you need to live with more financial freedom.
Life transitions can easily set money into motion. Having a financial plan with clear goals can open up more freedom for your money, even in the midst of uncertainty. Our team can develop and implement a plan that makes sense of the complexities that come with events like preparing for retirement, planning for college, or selling a business.
Our investment management strategies are uniquely tailored to your needs, whether you have never invested before or are nearing retirement with several employer accounts. We believe that your investments should reflect what you value, and we can develop a strategy that helps you achieve your goals and make a positive impact.
Stepping away from your business is a significant undertaking, and one that can cause a lot of uncertainty. Our Certified Exit Planner can help you structure your sale or business succession effectively, helping you find the right opportunities for your wealth to amplify your values.
One of the best ways to leave a lasting legacy is to create a robust estate plan. In it, you can outline end-of-life wishes, name your heirs, and even set up foundations or regular donations to causes you care about.
By developing strategies that drive you toward your goals—including developing your estate plan, examining your investment portfolio, and creating a budget for your retirement years—we can guide you toward more financial freedom in your new phase of life.
Taxes can get complicated no matter what chapter of life you are in. Selling a business, downsizing your home, or even adjusting retirement withdrawals can have tax implications. We will thoroughly analyze your tax returns and look for ways to mitigate your tax burdens.
We craft personalized wealth management strategies tailored to your specific goals and circumstances using advanced tools and a deep understanding of your financial landscape.
We believe in the power of aligning your investments with your values. We offer investing strategies that not only aim for strong financial returns but also create a positive impact on the world.
At Generous Wealth Advisors, we take a comprehensive approach to managing your wealth. Our services cover investment strategies, retirement planning, and tax optimization and estate planning assistance.
In challenging times, the most priceless gifts are often not monetary. They’re the people who show up for you and walk alongside you, no matter what the road ahead looks like. That’s who we strive to be at Generous Wealth Advisors: the people who are there for you no matter how difficult the path. It matters to us so much that we put it in our name—to remind us that generosity means more than giving money. It means giving our time and talent to help you create a financial plan that leads to more freedom: freedom to leave a legacy, make an impact, and inspire others around you to do the same.
Financial freedom means different things to different people. We take a principled approach when it comes to managing your wealth—one that is holistic and comprehensive while keeping your deepest-held values at the center.
Generous Wealth Advisors makes getting started as straightforward and stress-free as possible. Our complimentary consultation call is a no-pressure opportunity to see if we are the right fit for you. This initial conversation allows us to understand your unique financial goals and challenges and offer you a glimpse into our tailored, values-driven approach. Whether you choose to move forward with us or explore other options, our goal is to provide you with greater clarity and confidence in your financial journey. Schedule a time that works for you, and let’s start building a future that can transform your goals into reality.
From our first meeting, we strive to understand you as an individual. We take the time to listen to your story, learn about your values, and understand your unique financial goals. This personalized approach helps ensure that the strategy we develop is tailored to your needs and goals.
You can expect regular updates, straightforward explanations of complex financial matters, and an open-door policy for your questions or concerns. Our team is here to provide the guidance you need with compassion and clarity, to help you feel confident and informed about your financial journey.
At Generous Wealth Advisors, we view our relationship with you as a true partnership. By providing the tools, resources, and expertise you need to make informed decisions, our approach means that we are here for you, offering guidance and support as we navigate your financial path together.
There's more to generosity than just giving your money. It could be volunteering for a cause you care about, or using your skills to help others. In this free video series, we'll provide six ways you can pursue generosity in retirement-using your time, talent, and treasure.
We have two convenient locations in Green Valley and Tucson. You are always welcome in either office for an in-person meeting. It’s our joy to invite you into our space and have a conversation with you! If you’re unable to come in-person, we’re happy to coordinate a phone or video call with you.
You are always welcome in either office for an in-person meeting. It’s our joy to invite you into our space and have a conversation with you! If you’re unable to come in-person, we’re happy to coordinate a phone or video call with you.
