Generous Wealth Management LLC

Welcome to Generous Wealth Management LLC (@GenWealthMan).

We are a fee-only fiduciary RIA helping individuals, families, and business owners with financial planning and portfolio management. Based in Massachusetts (Marshfield / Norwell area), we focus on tax-aware planning, clear fee/process explanations, and coordinating with your CPA, attorney, and specialists.

Videos cover practical topics: advisor fees, Roth conversions, tax-efficient planning, business-owner decisions, and how a fiduciary relationship works — educational only, not personalized investment advice.

Website: https://www.genwealthman.com
Firm CRD: 318091 · Form ADV: https://adviserinfo.sec.gov/firm/summary/318091
Contact: Contact@GenWealthMan.com · (781) 242-5760
Generous Wealth Management LLC is a state-registered investment adviser. Registration does not imply a certain level of skill or training. Content is for informational and educational purposes only and is not personalized investment, tax, or legal advice.