Giving back is simply a part of who we are. Our staff serves on nonprofit boards, helps fundraise, volunteers for activities, and helps clients support the causes that are important to them. We also ensure that our Wealth Advisors earn the Accredited Investment Fiduciary® designation so that they can advise nonprofit boards in areas such as financial management, fiduciary responsibility, and the design of reporting and performance protocols.

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Sarasota, Florida 34236
Telephone (941) 365-3745
Toll Free (800) 926-5237

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