About

Generous Wealth Management

Your Partner in Long-Term Planning

Our aim is to build a lifetime relationship by delivering a high-touch service model customized to your personal situation. Through open communication and conversations, we’ll work to simplify the complexities of your finances, adding efficiency to your life and the goals you have in mind.

Lee Generous

Founder & Facilitator

Lee Generous

Founder & Facilitator

At Generous Wealth Management, comprehensive financial planning is more than a service — it’s our mission. I’ve proudly worked in the financial and client service industries since 2004, always in a client-facing capacity.

Over the course of my career, I’ve had the privilege of working with a wide range of clients — from individuals opening their first retirement accounts to ultra-high-net-worth families featured among the Forbes wealthiest. My experience supporting multi-disciplinary family office teams, built exclusively to manage the complexities of generational wealth, shaped the approach we now bring to our clients. Traditionally reserved for those with over $100 million in assets, these offices offer strategic collaboration across investment management, tax, estate, business, and risk planning. At Generous Wealth Management, we emulate that model by integrating with each client’s team of professionals to deliver a coordinated planning experience.

My background includes advanced credentials in financial planning, tax, and investment strategy, along with nearly two decades of experience working with families and business owners. Whether advising on portfolio strategy, real estate, business succession, or retirement income planning, I place the highest value on relationships, trust, and results. Our work is built around one goal: helping clients gain clarity and confidence on their path to financial independence.

I earned a dual bachelor’s degree in Economics and Political Science from the University of Massachusetts Amherst, and maintain active registrations and licensure in investment and tax advisory.

I live with my wife, Emily, and our two children. Outside of work, I’m a passionate Boston sports fan, enjoy staying active, gardening, and spending quality time with family and friends.

John Sardoni, CPA

Tax Advisor

John is a seasoned CPA with 20 years of experience in the fields of audit, accounting, financing, and tax. After spending 20 years assisting clients in various industries with their profit, tax, and cash flow management. His expertise is a perfect compliment to our team starting in July 2023. He brings valuable expertise in tax and business planning to our clients and also holds his series 65 as an investment advisor.

He knows that the key to a successful business is understanding the financial and non-financial numbers that drive the business. He actively works with his clients to breakdown their business to develop and track key performance indicators (KPIs) that are crucial to the success of their business and personal goals.

William P Kelly

WEALTH FACILITATOR

I started dabbling in the markets while in college in the mid 1970s. Over the next 20 years, I think I tried every conceivable way to outwit the market: technical analysis, fundamental analysis, and every option strategy imaginable. In the late 1990s the markets were roaring and it felt like nothing could go wrong. Well, I sure found out what could go wrong in the early 2000s.

That experience sent me on a quest to find the truth about investing. I took classes and went to conferences and seminars all around the country. That's where I found a whole investing approach built on decades of academic research, including the efficient market hypothesis. It holds that market prices already reflect what's publicly known, so trying to outguess them is a losing game for most people. It was a true epiphany moment for me, and it changed the way I invest forever.

Today I'm a fiduciary and a Matson Money advisor. I help families build portfolios grounded in that research instead of predictions, staying disciplined, keeping costs down, and focusing on what they can actually control. I also serve as a sounding board and strategic advisor to my teammates at GWM and to our clients, drawing on decades of experience in the markets.

John Garrity

Administrative Wealth Facilitator

John Garrity

Administrative Wealth Facilitator

John lives in Boston, Massachusetts and grew up in Dublin, California. He is a summa cum laude graduate of Suffolk University where he earned a Bachelor of Science degree in Finance, concentrating in Investments with a minor in Real Estate.

John was a four-year member of the hockey team as a forward, as well as a co-captain. In his free time, he likes to stay active with golf, travel, visit family and spend time with friends. John assists with operational and service-related items.

Casey Phinney

Associate Wealth Facilitator

A recent graduate of Boston College's Carroll School of Management with a major in Management, Casey brings a solid foundation in business principles and client-focused strategies. During his time at BC, he also excelled as a linebacker for the Eagles football team, showcasing the discipline, teamwork, and resilience that define his professional approach.

Prior to joining us, Casey gained valuable hands-on experience as a Real Estate Agent with Blackstone Williams Real Estate Group, and Keller Williams Realty. Specializing in Boston's dynamic markets—including the historic neighborhoods of Fenway, Back Bay, South End, and Beacon Hill—he assisted buyers, sellers, and renters with tailored property solutions, emphasizing personalized service and strategic decision-making.

Casey is eager to leverage his real estate expertise and management acumen to support our clients' wealth-building journeys. Outside of work, he remains active in Boston's community and enjoys staying connected to his alma mater's athletic spirit.

Madeline Velasquez

Administrative Wealth Facilitator

Madeline lives in Boston, Massachusetts where she attended Northeastern University. She graduated Cum Laude with a Bachelors of Science in Accounting and Finance Management and was a member of the Sigma Epsilon Rho Honor Society. She supports a range of operational and service-related items.

Madeline grew up in South Florida and has also lived in Colombia. She enjoys being active, hiking, traveling and spending time with friends and family.

© 2026 Generous Wealth Management LLC. All rights reserved. Generous Wealth Management LLC is a state-registered investment adviser. Registration does not imply a certain level of skill or training. Advisory services are offered only in states where we are registered or exempt from registration. Content on this website, including blog articles, is for general educational information only and is not personalized investment, tax, or legal advice. Information is believed accurate as of its publication date and may change. Investing involves risk, including possible loss of principal. Form ADV and firm information (CRD 318091) are available at adviserinfo.sec.gov.