At Generous Wealth Advisors, generosity is more than just financial support—it’s a way of life. We believe in giving our time and resources as an expression of gratitude for the blessings we have received. Our passion is to help you live generously and enable your philanthropic goals.
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 believe that no matter your income level, generosity is possible. However, that looks different for every individual. Our goal is to help you explore the paths of generosity that are available to you while being confident in your financial plan.
Yes! We guide our clients in using various tools, such as Qualified Charitable Distributions, Donor Advised Funds, Itemized Deductions, and more to maximize their giving impact and minimize taxes.
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.
