General Info

Generosity Wealth Management is a Boulder, Colorado financial planning firm. Investment advisors dedicated to money management and charitable planning for charity-minded investors. Generosity Wealth Management is a mission-based firm dedicated to charity-minded investors seeking to grow, preserve and distribute their wealth in an efficient manner to ensure the well being of their family and their charitable interests. We provide comprehensive investment and wealth management solutions that address complex needs often overlooked by investment managers. We cater to business owners’ concerns for wealth and well being, establishing sophisticated strategies for retirement and business transition while minimizing the complexities of managing their wealth.