facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Philanthropy & Giving

We believe money is best spent when it is enhancing the lives of our clients or those people and organizations most important to them. We work with our clients to make the most of their wealth through tax-efficient gifting and charitable planning. We offer custom philanthropic gifting strategies many of our clients have never even considered from Donor-Advised Funds to private foundations. We also coordinate giving with your estate plan to minimize taxes and optimize impact.

It's your money. What impact do you want to make with it?