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Philanthropic & Foundation Planning

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.

With deep expertise in wealth and money management, we’re able to assist philanthropic organizations with the management of foundation assets to advance their mission. We also serve clients seeking to give with purpose and impact by connecting them to our vetted network of charitable organizations, aligning their giving with their values and passion.

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.

Reach out to our Director of Client Services, Shannon Kavlich, to learn more or to schedule a complimentary Discovery Meeting where we’ll explore your needs and aspirations for wealth, family and the causes you care about.