Lee Generous in

Lee Generous

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FOUNDER & FACILITATOR at Generous Wealth Management
📍 Marshfield, Massachusetts, United States

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.

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Experience
4 Years
Current Role
FOUNDER & FACILITATOR
Job Level
Leadership
Location
Marshfield, Massachusetts, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Lee cares 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.
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Career

Work history

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

Media appearances

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Education
2000 - 2004
BA
University of Massachusetts Amherst
2011 - 2012
The Financial Planning Program
Boston University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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