Lee Generous

Visionary
DISC Type : Ds

FOUNDER & FACILITATOR at Generous Wealth Management

Marshfield, Massachusetts, United States

Overview

Lee Generous is the founder of Generous Wealth Management, providing tax-smart, family-office-style financial guidance. A ChFC and Enrolled Agent, he specializes in serving affluent families, entrepreneurs, and business owners, particularly within the cannabis industry. He holds degrees from UMass Amherst and a certificate from Boston University.

Born in Dorchester and raised in Marshfield, Massachusetts, Lee developed an early passion for financial analysis. This interest was cultivated during his time studying Economics and Political Science at the University of Massachusetts Amherst, shaping his future career in wealth management and financial strategy.

His interest in finance began at a very young age, leading him to purchase his first mutual fund while he was still a student.

Personality Overview

Fast But Thoughtful

Big Vision Person

Direct & Assertive

They exhibit a rare combination of being result-oriented but patient at the same time.  They are very professional in their approach and can weigh multiple perspectives together. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Cannabis Finance
He co-founded a wealth management firm for cannabis innovators and is a franchise owner with DOPE CFO, actively commenting on industry regulations.
Tax-Smart Investing
As an Enrolled Agent (EA), his core focus is integrating advanced tax planning with investment strategies for high-net-worth clients and entrepreneurs.
Generational Wealth
His firm provides "family-office-level service, " focusing on guiding multiple generations of affluent families through financial milestones and legacy design.

Media Appearances

Lee has no verified media appearances

Work History

11-2021
FOUNDER & FACILITATOR at Generous Wealth Management
10-2025
Co-Founder at Dope CFO Wealth Management LLC
7-2022
NAPFA Member at National Association of Personal Financial Advisors
8-2022 - 10-2025
Franchise Owner at DOPE CFO Certified Advisors
11-2021 - 9-2022
Consultant at Safe Harbor Tax & Payroll

Education

2000 - 2004
BA from University of Massachusetts Amherst
2011 - 2012
The Financial Planning Program from Boston University

More Information

Social Presence :

Prographics :

Exp : 4 Location : Marshfield, Massachusetts, United States Job Level : Leadership Designation : FOUNDER & FACILITATOR at Generous Wealth Management
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Insights For Selling To Lee

During A Call Or A Meeting

DO's

  • Focus on the results that your product produces, expect some strategic questions in return
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • You can spend time on BANT (or other qualification methodology) but keep it to the point

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't go over them unless you are left with no other option

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lee is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Lee

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Lee move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Lee take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Lee

Personality Compatibility


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