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Lee Generous

@lee-generous
Lee Generous is a wealth advisor and founder of Generous Wealth Management, a virtual advisory firm based in Massachusetts. With a strong financial strategy, tax planning, and investment management background, Lee has built a career focused on helping individuals, families, and business owners create stability and long-term economic success. His credentials include Chartered Financial Consultant (ChFC), Enrolled Agent (EA), and Dope CFO Certified Advisor, demonstrating his depth of expertise and commitment to professional excellence. Born in Dorchester and raised in Marshfield, Massachusetts, Lee showed an early passion for numbers and personal finance. Diagnosed with type 1 diabetes at just 20 months old, he learned the importance of discipline and attention to detail, qualities that would later define his professional life. As a young boy, he used his savings from a paper route to buy his first mutual fund, a small step that sparked a lifelong interest in financial markets and planning. Lee Michael Generous earned dual bachelor’s degrees in Economics and Political Science from the University of Massachusetts Amherst in 2004. While in college, he started a business to help pay his tuition, combining entrepreneurial drive with practical financial experience. He completed a Certificate in Financial Planning from Boston University’s Center for Professional Education. He earned the Chartered Financial Consultant (ChFC) designation through The American College of Financial Services. His Enrolled Agent (EA) status, granted by the IRS, authorizes him to represent clients in all areas of taxation, giving him a strong foundation in tax compliance and strategy. Lee began his career at Fidelity Investments in Boston, across pricing, cash management, and family office services. He advanced through multiple roles, supporting high-net-worth clients and helping manage complex financial relationships. In 2015, he joined an independent LPL advisory firm in Braintree, Massachusetts, where he served as a Wealth Advisor and played a key role in expanding the firm’s client base and assets under management. In 2021, Lee founded Generous Wealth Management, which was officially approved by the Massachusetts Securities Division in 2022. His firm combines tax, investment, and legacy planning under one roof, offering an integrated family office experience. Lee Generous also advises cannabis and hemp businesses nationwide as a Dope CFO-certified advisor and serves on the National Cannabis Industry Association’s Banking and Finance Committee. Outside of work, he volunteers with the Boston Pine Street Inn and the Juvenile Diabetes Research Foundation, continuing his lifelong dedication to service and education.
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