Invest and Plan with Purpose

Investment Management

At Generous Wealth, we have tools that help align your investments with your current needs, future goals, and core values.

What Sets Our Investment Management Strategies Apart

You don’t want a one-size-fits-all approach. At Generous Wealth Advisors, we offer holistic investing plans that examine your full financial picture, not just your portfolio.

Dedicated Attention

When life changes, your investments should be re-examined. That’s why we don't "set it and forget it" with your portfolio. We monitor your investments, keep a finger on the pulse of the market, and make changes as needed.

Risk Mitigation

There is no one size fits all or even most when it comes to income, taxes, or risk management. As your life, risk tolerance, and needs change, so should your portfolio. We help align your investments with the journey, experience, and destination in mind.

Life Enriching

Want to invest for impact? We can help!

Values-Based Investing

All investing has an impact. Your investments can have a positive impact on the world and drive positive change at home and abroad. By aligning your investments with your values, we can increase your money's return on impact.

What is Values-Based Investing

When it comes to investing, you shouldn’t have to choose between smart strategies and your deeply-held convictions. At Generous Wealth Advisors, we have the ability to take both to heart in our investment management process.

Create Your Strategic Investment Plan

It starts with a simple conversation where we get to know you and what you value most.

Frequently Asked Questions

Do I need to have a certain amount of assets to work with you?

To best serve our clients and honor our commitments to them, our minimum account size is generally $500,000 in investable assets or a minimum advisory fee of $7,500. We believe these individuals will benefit most from working with us.

However, we will never turn away an opportunity to get to know you and what you seek in a relationship with a financial advisor. The best way to determine whether or not we would work well together is by scheduling a complimentary consultation.

What types of investments do you offer?

The investments we typically offer include mutual funds, ETFs, and separately managed accounts. We also offer alternative investments and annuities.