Also known as: Generosity_WM
Michael is passionate in his commitment to helping clients achieve the financial wealth and well being for their families and the community they live in. Michael Brady brings years of real world, practical experience of meeting the financial needs of clients from all walks of life and varying concerns. In addition to providing broad based investment guidance, Michael specializes in helping clients find tax-smart, cost effective solutions to their investment needs while planning for the catastrophic losses that can occur in life. Over the past two decades, Michael has served in a wide range of investment roles Registered Investment Advisory Firm President and co-founder of a firm with approximately million assets under management Brokerage Firm Vice President, Secretary, and Principal of a firm registered with the NASD (now FINRA) Mutual Fund Chief Financial Officer, Treasurer, and Secretary of a publicly registered mutual fund Author two booklets Avoid Pitfalls and Traps When You Receive Your Retirement Distribution and Estate Planning Made Simple Michael is very charitably and community minded. He is involved in the following activities in his local and global community Treasurer, Board of Directors for BeadforLife, an international charity providing sustainable opportunities and training for women in Uganda, Africa www.beadforlife.org President, Board of Directors for Longmont Community Justice Partnership, a restorative justice program dedicated to cultivating a safe and caring community, reducing crime www.lcjp.org Member, Board of Advisors, Prison Dharma Network, an organization in prison working to reduce recidivism through transformative justice trainings www.prisondharmanetwork.org Member, Board of Directors, Peacemakers Institute www.peacemakerinstitute.org Volunteer Big Brother, Big BrothersBig Sisters of Colorado www.biglittlecolorado.org Specialties Wealth Management, Money Management, Tax Planning, Charitable Giving, Estate Planning, Comprehensive Financial Planning, Boulder, Financial Planning, Financial Planner, Denver, Colorado
