• Donor Advised Fund

    Donor Advised Fund for Nifty Gifting

    A donor-advised fund (DAF) is an investment account specifically designed for charitable giving. It allows you to donate cash, appreciated securities, or other assets to a sponsoring charity (i.e., the DAF sponsor). You receive an immediate tax deduction, and then recommend grants from the fund to your favorite charities over time.   DAF Benefits One […]

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Our Mission

Guide individuals and families on their journey to financial independence and help prepare investors to be savvy in the management of their personal wealth.

  • Retirement planning
  • 401(k) plan options
  • Employee stock purchase plan
  • Restricted Stock

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