NAME:
Lee Generous

FIRM:
Generous Wealth Management

CERTIFICATIONS & PRACTICE TYPES
Certified Financial Planner (CFP), Registered Investment Advisor (RIA), Enrolled Agent (EA), Chartered Financial Consultant (ChFC), We also have two CPAs on staff

WEBSITE
https://genwealthman.com/

PRACTICE OVERVIEW

Our aim is to build a lifetime relationship by delivering a high-touch service model customized to your personal situation. Through open communication and conversations, we’ll work to simplify the complexities of your finances, adding efficiency to your life and the goals you have in mind.

ABOUT THIS PRACTICE

During my career, I have had the opportunity to work with a full spectrum of clients, including those opening their first retirement accounts to those on top of the Forbes wealthiest list and their family offices. A family office is one that a wealthy family hires as the necessary professionals to handle their wealth management as full-time employees working solely for the benefit of their family. Each wealthy family has a dedicated CEO who runs their entire office and encompasses subject matter expertise in numerous areas. Family offices are usually reserved for people with an excess of $100 million because of the cost to create and maintain them. Every member of the office collaborates to ensure the family’s goals are achieved. My time working with the world’s wealthiest and supporting their family offices has created a desire to emulate this model for all by collaborating with your existing team of professionals as your personal dedicated financial team.

HOW THIS PRACTICE SUPPORTS TILLER CUSTOMERS

At Generous Wealth Management, we’ve integrated Tiller’s automated tools into our holistic planning approach, ensuring precise and efficient financial oversight for every client.

CONTACT
Email: contact@genwealthman.com
Phone: 7812425760