Wealth Strategies Partner

We Invest In Our Communities

At Wealth Strategies Partners, we’re committed to serving the communities where we live and work. We believe that our financial house extends beyond our families and into the larger communities in which we belong.

We sponsor charitable organizations and causes that are important to our clients and our team. Our community investment is primarily focused on organizations that promote education, support the arts and serve the disabled.

We invite you to review our requirements below and contact us through the form below to receive our giving back request form. We evaluate sponsorship opportunities on a rolling basis and will be in touch once your submission has been reviewed.

Our Process

  • All requests must be made through our request form, which can be obtained by contacting us through the form below.
  • Organizations may also mail hard copies if desired. Grant requests will be reviewed on a rolling basis and all organizations will be notified of our decision.
  • We will notify via email the contacts listed on the form about whether the request is eligible.

Organization Requirements

  • We only support non-profit organizations with a 501(c)(3) designation or accredited schools and universities.
  • Eligible groups include those primarily focused on education, the arts and helping those with disabilities.
  • Organizations must be located in and/or serve those living in Tennessee or Florida.

All fields marked with (*) are required.

Wealth Strategies Partner
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