Leaving A Legacy of Giving
True wealth extends beyond numbers—it's about the impact we leave behind. For clients working with financial advisors, crafting a legacy of giving means intentional planning today to empower causes and communities tomorrow.
Philanthropy isn't just a feel-good add-on; it's a strategic element of comprehensive wealth management. From charitable trusts to donor-advised funds, there are powerful tools to maximize the effect of your generosity while aligning with your financial goals.
Consider these steps to embed giving into your legacy:
Clarify your values: What causes resonate deeply with you and your family?
Integrate giving with estate plans: Ensure your generosity continues through well-structured vehicles.
Engage the next generation: Inspire heirs by involving them in charitable decisions.
Leverage tax efficiencies: Smart strategies can amplify your impact and preserve more wealth.
Leaving a legacy of giving is more than a financial decision—it's a testament to your life’s mission. With thoughtful planning, your wealth becomes a force for good that endures for generations.
At Advocates Wealth Planning, we help clients build legacies that reflect their values and vision. Because true success is measured not just by what you accumulate, but by what you give back.
IMPORTANT DISCLOSURE INFORMATION
Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, there can be no assurance that the future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Advocates Wealth Planning (“Advocates Wealth Planning”), or any non-investment related content, will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Neither Advocates Wealth Planning’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if Advocates Wealth Planning is engaged, or continues to be engaged, to provide investment advisory services. Advocates Wealth Planning is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, no portion of this discussion or information serves as the receipt of, or a substitute for, personalized investment advice from Advocates Wealth Planning. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.theadvocateswealth.com. The scope of the services to be provided depends upon the needs and requests of the client and the terms of the engagement.
Please Remember: If you are an Advocates Wealth Planning client, please contact Advocates Wealth Planning, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently.