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We Are Committed to Our Communities

We are your neighbors as well as your local wealth management partners, and we are committed to improving the communities we serve.

We particularly focus on offering our time and talents to provide comfort and assistance to sick children and their families. We have targeted our efforts with these organizations:


Ronald McDonald House


Peyton Manning Children’s Hospital and all St. Vincent Hospital system

We invite you to join us in this important mission! If you’d like to participate in future charity events, please contact us today.