Generous Wealth Management

Overview

Generous Wealth Management is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients and describes itself as a capital allocator, meaning it places client capital with external managers in addition to managing portfolios directly. Its fee arrangements include a percentage of assets under management plus options for hourly and fixed-fee engagements. Core advisory services listed in disclosures include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and the selection of other advisers. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices