Your wealth situation is unique—your financial plan should be too. At Generous Wealth, we examine each piece of your finances to create one cohesive strategy allowing you to have confidence in setting and meeting your goals.
As fiduciaries, we pride ourselves on delivering clarity and integrity in every client relationship. Our team holds multiple financial planning, industry, and investment designations, including CFP®, CFA®, AIF®, CKA®, RICP®, CExP, and CSLP®. More importantly, we bring decades of experience to help you achieve your financial goals.
Want to know if you are on track to retire? We use industry leading and award-winning software to help us help you, including Asset-Map. This tool is designed to help you take a snapshot of your financial picture.
Our team is unable to prepare your taxes for you, but we can help you gather all of the documents your CPA will need and create a strategy for what to do with your tax return.
Our team is unable to prepare a will or trust for you, or provide legal advice. However, if you currently work with an attorney, we can collaborate with them on your estate plan and integrate our strategy with the will or trust they help you create.
Our fees are based on the specific services you need and the complexity of your financial situation. Schedule a complimentary consultation to learn more about our fee structure.
Our fees are based on the specific services you need and the complexity of your financial situation. Schedule a complimentary consultation to learn more about our fee structure.
