Leave a Legacy
Compassion and generosity are things that we are passionate about. We believe in giving back, giving of ourselves, and that true wealth in life can also be measured by one’s compassion and generosity. It’s our desire to partner with you in your charitable giving in the most advantageous and efficient way. We encourage our clients to gift appreciated investments with the use of a donor advised fund account to their chosen charities rather than writing checks. We want to help you maximize the resources you have so you can give deeply to the causes closest to your heart without the potential tax burden that uninformed and haphazard giving can cause.
Since we began our firm in 2002, our advisors and clients have given a total of
Some of the organizations closest to our hearts that our team supports with time, talent, & resources, and that our clients give monetarily include:
Raymond James is not affiliated with the charities mentioned.