Fueled by the Great Recession, Michael wished to create a firm that could bring a sense of confidence back to personal finance and help clients create financial futures in which they could be generous with themselves, with their families, and with their communities, both local and global. To make this happen, Michael seeks out clients who are serious about their financial goals, people with whom he can work long-term to add value. Together, Michael and his clients identify realistic life goals such as “wanting to retire and spend time with the grandkids,” “wanting to vacation in Hawaii every winter,” or “not wanting to run out of money before death” and visualize what that truly means in their situation. He then works with them to continually visualize success. At the core of achievement is consistency; emotional practicality, and a steadfast resolve are necessities to weather the short-term in pursuit of the long-term vision. As a division of The Generosity Group, Generosity Wealth Management works in close coordination with Generosity Estate Planning and Generosity Business Exit Planning. Together, we form a unified team of experts dedicated to aligning every aspect of your financial life. This integrated approach allows us to provide holistic planning that empowers you to live with purpose, safeguard what matters most, and create a lasting legacy.
