Lee Generous
Wealth Advisor and Wealth Management / Tax Advisory in Marshfield, MA
Lee Generous is a wealth advisor and the founder of Generous Wealth Management, a virtual financial advisory firm headquartered in Massachusetts. With over two decades of experience in finance and wealth planning, Lee holds multiple professional designations, including Chartered Financial Consultant (ChFC), Enrolled Agent (EA), and Dope CFO Certified Advisor. His work reflects a deep understanding of investment strategy, tax planning, and comprehensive wealth management for high-net-worth clients, business owners, and entrepreneurs.
Born in Dorchester and raised in Marshfield, Massachusetts, Lee developed a strong sense of discipline and focus early in life. Diagnosed with type 1 diabetes at just 20 months old, he learned the value of consistency, precision, and long-term thinking, principles that later shaped his approach to financial planning. As a young boy, he naturally showed interest in numbers, using his paper route savings to purchase his first mutual fund. This early exposure to investing inspired a lifelong commitment to helping others achieve financial clarity and security.
Lee Michael Generous earned dual bachelor’s degrees in Economics and Political Science from the University of Massachusetts Amherst in 2004. During college, he founded a small business to help pay his tuition, gaining early experience in entrepreneurship and financial management. He earned a Certificate in Financial Planning from Boston University’s Center for Professional Education to strengthen his technical expertise. He completed the Chartered Financial Consultant (ChFC) program through The American College of Financial Services. His Enrolled Agent (EA) credential from the IRS reflects his tax representation and compliance specialization.
Lee began his professional career at Fidelity Investments in Boston in 2005, where he held key roles in pricing, cash management, family office services, and relationship management. His work with high-net-worth clients and institutional investors helped shape his comprehensive approach to financial advising. In 2015, he joined an independent LPL advisory firm in Braintree, where he managed a significant client portfolio and played a central role in expanding the firm’s assets under management.
In 2021, Lee Generous founded Generous Wealth Management, a registered investment advisory firm dedicated to delivering integrated financial guidance. His firm combines tax strategy, investment management, and legacy planning in a seamless structure designed to simplify clients’ financial lives. Lee also advises cannabis and hemp businesses nationwide and serves on the National Cannabis Industry Association’s Banking and Finance Committee.
Learn more:
Generous Wealth Management LLC
NCIA’s 13th Annual Cannabis Industry Lobby Days & National Stakeholder Summit