Lee Generous
My blogs
| Gender | Male |
|---|---|
| Occupation | Wealth Advisor, Wealth Management / Tax Advisory |
| Location | Marshfield, MA, United States |
| Introduction | Lee Generous is a wealth advisor and founder of Generous Wealth Management, a virtual advisory firm based in Massachusetts. He specializes in investment management, tax strategy, and comprehensive wealth planning. Holding professional credentials as a Chartered Financial Consultant (ChFC), Enrolled Agent (EA), and Dope CFO Certified Advisor, Lee helps individuals, families, and business owners achieve long-term financial clarity. He began his career at Fidelity Investments, later joining an independent LPL advisory firm, where he managed high-net-worth clients and helped expand assets under management. In 2021, he founded Generous Wealth Management to deliver integrated tax, investment, and legacy planning services. Lee Michael Generous also provides financial guidance to cannabis and hemp businesses and serves on the National Cannabis Industry Association’s Banking and Finance Committee. He is dedicated to community service and supports the Juvenile Diabetes Research Foundation and the Boston Pine Street Inn. His disciplined, client-focused approach reflects his professional expertise and commitment to helping others build financial security. |