Helping individuals and non-profits “elevate” philanthropy is our passion.

Everyday in our core practice of financial planning, we talk with clients to help uncover their true passions and legacy goals. Through active listening and open sharing, we work with clients to help facilitate their individual goals.

To learn more about how we can work together, please complete the form below:

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Similarly, our work with non-profit organizations is focused on helping them define and reach their fund-raising goals. Our services include endowment, foundation asset management, consulting services, donor education and giving program development.