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Wealth Management

Individuals

Philanthropic Advisory Services

People are drawn to philanthropy for many reasons, from being connected to specific causes to simply being grateful and wanting to give back. Charitable giving can also benefit your overall financial plan by decreasing current and future income taxes, as well as reducing potential estate taxes and helping to provide retirement income. Some charitable plans can even help create more dollars overall for the charity of your choice. Whether you plan to gift during your lifetime or through your estate plan, understanding your options is important in order to choose the most appropriate strategy for your individual situation.

Contact us for additional information on how we can help you reach your charitable goals.

 

Investment Products and Services are:

Not FDIC Insured

 

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