Lee Generous (ChFC®, EA)
Lee Generous focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Entrepreneurs
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Business Owners
- Corporate Executives
- Entrepreneurs
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
Planning Specialties
Our focus is ongoing comprehensive financial planning including but not limited to: Business Planning Retirement Planning Tax planning and preparation Estate Planning Risk PlanningAdditional Information
At Generous Wealth Management, comprehensive financial planning is our core mission. Since 2004, I have worked with a wide range of clients—from those opening their first retirement accounts to families with complex needs, including experience supporting family offices. Inspired by this model, our team brings a collaborative, multidisciplinary approach to every client relationship, working closely with your trusted professionals to ensure all aspects of your financial life are addressed.
Our team holds advanced credentials in tax and financial planning, enabling us to deliver integrated, high-touch advice across asset allocation, investment research, portfolio manager selection, real estate analysis, business planning, estate and tax strategies, risk management, and retirement planning. We value the trust clients place in us and are committed to building strong, long-term relationships that support financial independence and success.
I hold FINRA Series 65 registration, multiple advanced designations in tax and financial planning, and am a Notary Public. I earned dual degrees in Economics and Political Science from the University of Massachusetts Amherst and live in Massachusetts with my wife and two children.
Generous Wealth Management LLC is an investment advisor registered with the State of Massachusetts. Registration does not imply a certain level of skill or training. Investment advisory services are offered through Generous Wealth Management LLC. Lee Generous is an investment adviser representative of Generous Wealth Management LLC.
NAPFA Start Date
July 05, 2022
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