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.