For clients with philanthropic and foundation planning goals, giving involves more than money, it’s about fulfillment of purpose, connection and a transformative effect on the causes you care about.
Philanthropic & Foundation Planning
Our Shared Values:
Giving back is something we take to heart. Optivest has been described as one of the nation’s most philanthropic wealth management firms. Through the Optivest Foundation, our companies contribute 10% of every revenue dollar to Christian ministries that provide life-saving and life-changing services to children and families in need across the globe.
To learn more, contact us.