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Mission Statement

At our firm, we have the client—and only the client—in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help your NGO, your Board of Directors, your Officers, Your Executive Director, your employees and their families, develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges Non-Profits face today.

From Fiduciary Responsibilities of managing debt, attracting donors, investing assets, and assisting everyone involved in planning a successful retirement...Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing, growing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the Non-Profit, and your satisfaction.