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Strategic Philanthropy |
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At Wealth Strategies, we see charitable giving as an integral part of a comprehensive financial plan. Our clients depend on us to help them make informed decisions about their investment dollars. Now, with "Share the Wealth Strategies," our clients can count on us to help them make sound "social capital" decisions, as well. |
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At Wealth Strategies, we see charitable giving as an integral part of a comprehensive financial plan.
Our clients depend on us to help them make informed decisions about their investment dollarsÑincluding charitable investment. Many variables must be factored in to make a planned giving strategy that works best for both the donor and the recipient, and many more factors will dictate the actual impact a charitable gift will have on the issues that are important to the donor.
In addition, We know that our financial net worth is only a part of the real Legacy that we all want to pass down to our children, grandchildren and beyond.
For these reasons, Wealth Strategies Advisory Group has partnered with Tracy Love-Silver, a philanthropic advisor and non-profit management consultant with more than twenty years in the field to form Philanthropic Advisory & Legacy Services. What has resulted is a pool of expertise that will help to ensure that your gift will be given wisely, spent responsibly, and used for the things that you value, and that your Legacy will perpetuate your values as well as your valuables.
Wealth Strategies Group believes in Philanthropy. We believe in real Legacy. ThatÕs why we are proud to have provided the initial funding and support for Philanthropic Advisory & Legacy Services For more information, go to http://philanthropy.com.
Values-based legacy services provided through Philanthropic Advisory & Legacy Services.
Philanthropic Advisory & Legacy Services, Wealth Strategies Group, Inc. and National Planning Corporation are separate and unrelated companies.
Securities offered through National Planning Corporation (NPC), Member FINRA/SIPC. Wealth Strategies Group and NPC are separate and unrelated companies.
Advisory Services offered through Wealth Strategies Advisory Group (WSAG).