EMPOWERING the greater good

Part of living life well, and to the fullest, means supporting causes we believe in with our time, treasure and talent. We’ve found that most of our clients share this philosophy in helping others yield peace, hope and joy in their own lives. That’s why we provide you with the opportunity to create a legacy of giving through a donor advised fund, which can be set up to make grants to charitable organizations you select on your behalf.

A few organizations we are connected to:

Project 4031, a nonprofit devoted to redeeming end-of-life stories through funding for families and dream fulfillment.

Camp Fire First Texas, providing the opportunity for youth to find their spark, lift their voice and discover who they are.