Lee Generous

Lee Generous is a wealth advisor and the founder of Generous Wealth Management, a virtual advisory firm based in Massachusetts. With a career built on precision, integrity, and client trust, Lee has become a respected investment strategy, tax planning, and holistic wealth management professional. He holds several advanced designations, including Chartered Financial Consultant (ChFC), Enrolled Agent (EA), and Dope CFO Certified Advisor, reflecting his commitment to excellence and lifelong learning.

Born in Dorchester and raised in Marshfield, Massachusetts, Lee showed determination and curiosity early on. Diagnosed with type 1 diabetes when he was less than two years old, he developed a disciplined mindset that carried into every part of his life. His interest in finance started early as well. While still a boy, he used money earned from his paper route to purchase his first mutual fund, sparking an enduring fascination with investing and long-term financial growth.

Lee Michael Generous attended the University of Massachusetts Amherst, earning dual bachelor’s degrees in Economics and Political Science in 2004. While in college, he launched a small business to help cover tuition costs, gaining hands-on experience in entrepreneurship and management. His pursuit of education continued with a Certificate in Financial Planning from Boston University’s Center for Professional Education, followed by the Chartered Financial Consultant (ChFC) designation through The American College of Financial Services. He later became an Enrolled Agent (EA), certified by the IRS to represent taxpayers in all areas of taxation, further broadening his expertise in tax compliance and planning.

His professional career began at Fidelity Investments in Boston in 2005, where he gained valuable experience across multiple departments, including pricing, cash management, and family office services. He worked closely with high-net-worth clients, ensuring accuracy in financial data, coordinating trading operations, and supporting clients in achieving their long-term objectives. His leadership and dedication earned him recognition and advancement within the company.

In 2015, Lee transitioned to an independent LPL advisory firm in Braintree, Massachusetts, where he served as a Wealth Advisor for nearly seven years. He managed many of the firm’s client accounts, providing comprehensive planning covering investments, taxes, retirement, estate, and risk management. His process-driven approach improved operational efficiency and helped double the firm’s assets under management.

In 2021, Lee fulfilled a longtime goal by establishing Generous Wealth Management, which was officially approved by the Massachusetts Securities Division in 2022. The firm provides clients a family office-style experience, integrating tax strategy, investment management, and legacy planning into one seamless process. He aims to simplify complex financial decisions and empower clients to achieve peace of mind through thoughtful, coordinated guidance.

Beyond his professional work, Lee Generous is active in community service. He supports organizations such as the Boston Pine Street Inn and the Juvenile Diabetes Research Foundation (JDRF) and participates in the Eversource Walk for Boston Children’s Hospital. In his free time, he enjoys outdoor activities, sports, and ongoing study in finance and technology. Through his personal and professional pursuits, Lee remains committed to helping others build secure and sustainable financial futures.