Philanthropy
Reap the full benefits of giving back.
If charitable giving during and after life is important to you, it’s important to have a strategic giving plan. By aligning philanthropic efforts with personal values and goals, strategic philanthropy can maximize the effectiveness and impact of charitable contributions.
Who we serve.
Insights into work, life and play.
Individuals & Families
Business Owners
Incorporated Professionals
Individuals & Families
Business Owners
Incorporated Professionals
We work with individuals and families across all careers and professions to create plans that connect their personal, professional and financial goals.
Why work with us?
Benefits of working with an independent full-service advisory firm
Maximize your gifts
Strategic giving means that the cause you are supporting will get more out of your donation.
Leverage the benefits of giving
Take advantage of the tax benefits of charitable giving by planning the timing and amounts of your donations strategically.
How to get started
Begin our six step process today.
You don’t fit in a box, and neither should your financial plan. Our consultative process empowers you to make informed decisions and take action towards the life you want to live.