Lee Michael Generous
CFP®, ChFC®Professional Summary
Lee Michael Generous, CFP®, ChFC® is a registered financial advisor currently at GENEROUS WEALTH MANAGEMENT located in Marshfield, Massachusetts and DOPE CFO WEALTH MANAGEMENT located in Marshfield, Massachusetts. Lee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Lee has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Risk Management & Insurance
- Tax Planning
- Business Services
- Estate & Legacy Planning
- Retirement Planning
- Investment Management
- Financial Planning
- Education Funding
Specializations
Biography
As a CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Financial Consultant®, and Enrolled Agent with the IRS I focus on bringing the collaborative planning traditionally delivered by Family Offices to the clients who work with our team. This means collaborating with the existing professionals in their lives to cover all aspects of their comprehensive planning needs. This may include details associated with asset allocation, investment research, portfolio manager selection, real estate investment analysis, business planning, estate planning,...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
GENEROUS WEALTH MANAGEMENT | VERITY CAPITAL MANAGEMENT, LLC | GENEROUS WEALTH MANAGEMENT LLC
Contact Information
Main Address
Marshfield, MAPhone Number
(781) 242-5760# of Employees
6Documents
Regulatory Assets Under Management
Total Number of Accounts
307AUM (Assets Under Management)
$55,447,223Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(4/9/2026)
(6/13/2025)
(3/16/2022)
(12/6/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Lee Michael Generous's CRS (Customer Relationship Summary).
Services Offered by Lee
- Risk Management & Insurance
- Tax Planning
- Business Services
- Estate & Legacy Planning
- Retirement Planning
- Investment Management
- Financial Planning
- Education Funding
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