Non-profits & Philanthropic Giving

Non-profit Organizations


Non-profit organizations and foundations are also our clients. We are honored to serve non-profit organizations and foundations who need a team of professionals to provide investment management services as they focus on their individual missions.

Our team can provide access to Wells Fargo affiliates to help serve your needs and harbor your goals.



Philanthropic Giving


Philanthropic giving is a wonderful goal we see many clients include in their plans. We are thrilled to work with clients on their philanthropic goals by applying different strategies like qualified charitable distributions (QCDs), donor advised fund (DAFs), private foundations and more.

We can also provide access to Wells Fargo affiliates who have the experience and knowledge to lean on when exploring these ideas.



Working with us

Our goal is to provide our clients with a sense of calm and confidence. Many times, clients come to us with a feeling of uncertainty because they do not know how to invest and they do not have a plan for their financial future. Through discussions focused on you, your background and your vision we will help organize your ideas and provide you with the necessary investment strategies and a plan to reveal the path to your goals.



What we expect from you

We provide a regular stream of communication to you. While we will reach out at regular intervals to touch base with you, we do expect to meet for an annual review. If we go through a planning process we may begin to request additional information and meetings to best provide you with the plan and information you need.