Focused on the Future From Advising Clients to Assisting Communities: The Ripple Effect of Advice
In this episode of Focused on The Future, host Suzanne Siracuse speaks with Michael Brady, founder and president of Generosity Wealth Management, about how he built a firm dedicated to aligning wealth with purpose and possibility.
Michael shares how his early mentors shaped his people-first approach to advising, and the client story that inspired him to create a values-driven practice centered on generosity. He also opens up about his personal adoption journey, explaining how it influenced his decision to serve families navigating adoption and foster care planning.
The conversation expands to Michael’s humanitarian work in Ukraine, where he helps support orphans through camps and trauma care, demonstrating the ripple effect of financial advice. He also discusses how AI tools enhance efficiency in his practice while allowing him to stay fully present with clients.
Resources:
- Listen to Focused on the Future on WealthManagement.com
- Subscribe and listen to Focused on the Future on Apple Podcasts
- Subscribe and listen to Focused on the Future on Spotify
Connect With Suzanne Siracuse:
Connect With Michael Brady:
- Website: Generosity Wealth Management
- LinkedIn: Generosity Wealth Management
- LinkedIn: Michael Brady
About Our Guest:
Michael Brady is the founder of Generosity Wealth Management, where he blends decades of financial expertise with a people-first approach to help clients live meaningful, abundant lives. With over 30 years in the finance industry, Michael has earned a reputation for delivering clear, actionable strategies that simplify complex financial decisions and provide lasting peace of mind.
Michael partners with individuals and families to create tailored, tax-efficient investment plans that not only secure their financial futures but also reflect their unique values and aspirations. His mission is rooted in empowering clients to focus on what matters most while he manages the financial details.
Drawing on a robust leadership background, including roles in brokerage services and hedge fund management, Michael brings a wealth of knowledge to every client relationship. At Generosity Wealth Management, he is dedicated to creating a culture of trust, empowerment, and integrity that extends beyond financial success to making a positive impact in the community.
With a focus on excellence and joyful service, Michael helps clients align their wealth with their purpose, turning financial clarity into a tool for living fully and giving generously.