A complete list of active advisors currently associated with Generous Wealth Management

Warmer can help you find a great advisor at Generous Wealth Management or one who fits your needs even better.

Generous Wealth Management serves individual clients (including both high‑net‑worth and non‑HNW households), charitable organizations, and corporate plan sponsors, offering tailored investment management, ongoing and project financial planning, retirement‑plan advisory, and fee‑based annuity services. The firm provides account supervision on a discretionary basis when authorized and coordinates with third‑party custodians and outside managers as part of its delivery of portfolio and planning services. The firm’s investment approach is grounded in Modern Portfolio Theory with an emphasis on strategic asset allocation, tactical deviations within tolerance ranges, and diversification across asset classes and styles; GWM may engage Outside Managers or SMAs and monitors those managers as part of its risk review. Its list of investable vehicles includes traditional stocks and bonds as well as alternative investments described in the brochure — including private investment funds, structured notes, and market‑linked certificates of deposit — along with the attendant liquidity and valuation risks discussed in the filing. Distinctive features disclosed in the brochure include a past self‑regulatory disclosure: founder Lee Generous was found to have violated FINRA Rule 4511 for signing documents on behalf of a prior firm and clients during the COVID period and has accepted the terms of that matter. The firm also highlights capabilities that are less common among peers — recommending or accessing private investment funds and maintaining in‑house tax expertise (a ChFC, an Enrolled Agent, and multiple CPAs), including tax‑preparation credits and tax preparation included in certain ongoing planning tiers.

To learn more about the advisors currently working at Generous Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.