About Lee Generous
Wealth Advisor, Wealth Management / Tax Advisory
Lee Generous is a wealth advisor and the founder of Generous Wealth Management, a virtual advisory firm headquartered in Massachusetts. Known for his strategic, client-centered approach, Lee specializes in investment management, tax planning, and comprehensive financial guidance for individuals, families, and business owners. With credentials that include Chartered Financial Consultant (ChFC), Enrolled Agent (EA), and Dope CFO Certified Advisor, he blends technical expertise with a personal commitment to helping clients achieve long-term financial clarity and confidence.
Early Life and Education
Born in Dorchester and raised in Marshfield, Massachusetts, Lee’s story reflects perseverance and purpose. Diagnosed with type 1 diabetes at only 20 months old, he grew up understanding discipline and consistency qualities that became central to his professional identity. As a young boy, he developed an early curiosity about finance. Using savings from his paper route, he purchased his first mutual fund, marking the beginning of a lifelong passion for investing and economic understanding.
Lee Michael Generous attended the University of Massachusetts Amherst, earning dual bachelor’s degrees in Economics and Political Science in 2004. During his studies, he launched a small business to help pay his tuition, giving him early exposure to entrepreneurship and financial management. To build on his technical foundation, he completed a Certificate in Financial Planning from Boston University’s Center for Professional Education. He later pursued advanced training at The American College of Financial Services, earning the Chartered Financial Consultant (ChFC) designation. Additionally, as an Enrolled Agent (EA) credentialed by the IRS, Lee represents clients in all areas of taxation, further expanding his expertise in financial compliance and planning.
Career Development and Professional Growth
Lee began his career in 2005 at Fidelity Investments in Boston, gaining experience across pricing, cash management, and family office services. His work involved reviewing and preparing financial data for global markets while maintaining precision and accuracy in client reporting. Over time, he advanced into leadership roles that focused on serving high-net-worth clients, improving internal systems, and enhancing operational efficiency. His performance earned him Fidelity’s chairman's shares award, a recognition for excellence and innovation.
In 2015, Lee transitioned to an independent LPL advisory firm in Braintree, Massachusetts, as a Wealth Advisor. He managed a significant portion of the firm’s client relationships, providing comprehensive planning across investment, estate, tax, and retirement strategies. His structured and personalized approach helped double the firm’s assets under management while improving workflow and service quality. Lee also mentored and trained staff and educated clients to help them make informed financial decisions.
Establishing Generous Wealth Management
In 2021, Lee Generous fulfilled a long-held goal by founding Generous Wealth Management, a registered investment advisory firm designed to deliver a family office-style experience in a virtual format. Officially approved by the Massachusetts Securities Division in 2022, the firm integrates investment management, tax strategy, and legacy planning into one cohesive framework. Lee’s mission is to simplify financial complexity, helping clients coordinate all aspects of their wealth with a clear strategy and consistent communication.
The firm’s creation came at a meaningful time in Lee’s life. After his wife’s successful recovery from cancer and navigating his own health challenges during the pandemic, he was inspired to build a practice focused on security, balance, and peace of mind. Those experiences deepened his commitment to guiding others toward stability and resilience through thoughtful financial planning.
Industry Expertise and Leadership
Beyond traditional financial advising, Lee has become a respected figure in the cannabis and hemp industries. As a Dope CFO Certified Advisor and co-founder of Dope CFO Wealth Management, he helps business owners manage the unique financial and regulatory challenges of the cannabis sector. His work includes accounting, tax planning, and strategic growth consulting.
Lee also serves on the National Cannabis Industry Association’s Banking and Finance Committee, contributing to financial policy, compliance education, and advocacy efforts to expand fair access to financial services for cannabis-related businesses. His ability to bridge emerging industries with sound economic principles has positioned him as a trusted voice in a complex and evolving market.
Community Involvement and Personal Values
Outside his professional work, Lee remains active in community service and philanthropy. He volunteers with the Boston Pine Street Inn, supports the Juvenile Diabetes Research Foundation (JDRF), and participates in the Eversource Walk for Boston Children’s Hospital. His charitable efforts reflect his personal experiences and belief in giving back to the community that shaped him.
Lee is also passionate about financial education and regularly shares insights on wealth management, tax efficiency, and long-term financial planning through professional platforms such as LinkedIn. His goal is to make complex financial topics accessible and actionable for all.
In his personal time, Lee enjoys outdoor activities, coaching, and staying informed on finance, technology, and economic trends. He values balance, integrity, and lifelong learning principles guiding his work and relationships.
Through Generous Wealth Management, Lee Generous continues to combine expertise, empathy, and precision to deliver financial strategies that stand the test of time. His work reflects a clear purpose: to help people and families achieve financial freedom with confidence, care, and peace of mind.
Learn more:
Generous Wealth Management LLC
NCIA’s 13th Annual Cannabis Industry Lobby Days & National Stakeholder Summit
The Family Office Model for Wealth Management
To know more, click this link below...
Lee Generous Highlights the Importance of Financial Compliance for Cannabis Businesses
Insights on Navigating Complex Tax Challenges
Lee Michael Generous looks at potential retirement strategies for executives and owners
Lee Michael Generous’s Tax Optimization Tips for High-Net-Worth Clients
Succession Planning for Multi-Generational Businesses
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